Top financial advisors in Lindenhurst, NY
We’ve curated a list of the best financial advisors in Lindenhurst, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$39,149,000
Number of advisors
1 advisors
| $39,149,000 | 1 advisors |
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Lindenhurst, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Lindenhurst. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
R. Seeger Wealth Management, Ltd
R. Seeger Wealth Management, established in January 26, 2010, specializes in asset allocation using managed mutual and index funds, exchange traded funds, bond funds, and individual bonds. The firm focuses on tailored advisory services considering clients' Risk Tolerance, Longevity, Age, Income, Financial needs, Liquidity, Investable assets, and Net Worth. They act as a portfolio manager for a wrap fee program, managing investments similarly to non-wrap fee accounts. The firm has $62,735,255 in discretionary assets under management as of December 2024. The minimum initial investment is $100,000, and financial planning fees are $375/hour with a one-hour minimum for clients without assets under management. Management fees range from 0.60% to 1.25% per year based on account value. R. Seeger Wealth Management does not engage in performance-based fees, and clients include individuals, businesses, trusts, and Individual Retirement Arrangements. The firm uses Morningstar's Adviser programs for analysis and offers investment strategies with equity exposure ranging from 20% to 90%. They do not engage in frequent trading or exotic investment strategies and do not accept compensation for the sale of securities. The firm does not have any disciplinary events, and the principal owner is Richard T. Seeger, a CERTIFIED FINANCIAL PLANNER™ with extensive educational background and experience in the financial industry.
$39,149,000 under management
1 advisor
Fee structure
A percentage of assets under your management
Services offered
Financial Planning ServicesPortfolio Management For Individuals And/or Small Businesses
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Lindenhurst, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Lindenhurst. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
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