Seacoast Wealth Advisors

Finance · New Hampshire, United States · 1-10 Employees

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Overview

Headquarters

383 Central Ave Ste 251, Dover, New Hamp...

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Mar
Apr
May
Jun
Jul
Aug
ZI Rank
1
1
1
1
1
1

About Seacoast Wealth Advisors

Seacoast Wealth Advisors, LLC is an independent investment consulting firm that assists individuals, families, and companies in developing and monitoring strategies to achieve their long-term financial goals. Founded by David Hatfield, a CERTIFIED FINANCIAL PLANNER with over 25 years of experience, the firm focuses on retirement planning, college funding, and family legacy planning. They operate as an ERISA Investment Fiduciary, ensuring that their services are in the best interest of their clients without the influence of proprietary products. Located in Dover, NH, Seacoast Wealth Advisors partners with LPL Financial to provide a wide range of investment and insurance options.Explore more
Popular SearchesSeacoast Wealth Advisors LLCSIC Code 62,628NAICS Code 52,523Show more

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Seacoast Wealth Advisors

<$5M
1-10
Private
-
-
N/A
$8.6M
11-50
Private
-
2010
EK
Erich KelleyWealth Advisor
$5.8M
1-10
Private
<$5M
2013
MG
Michelle GagnonSenior Manager, Client Services & Operations
<$5M
11-50
Private
-
-
AW
Ari WagnerFinancial Advisor & Investment Advisor & Representative
<$5M
1-10
Private
-
2007
EN
Erin NeilInvestment Advisor & Representative
<$5M
1-10
Private
-
2003
Wm. Lee, President at Wealth Advisory Services
Wm. LeePresident
<$5M
1-10
Private
-
-
N/A
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Seacoast Wealth Advisors is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Seacoast Wealth Advisors is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Seacoast Wealth Advisors.

Seacoast Wealth Advisors Tech Stack

A closer look at the technologies used by Seacoast Wealth Advisors

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Frequently Asked Questions Regarding Seacoast Wealth Advisors

What is Seacoast Wealth Advisors's official website?
Seacoast Wealth Advisors's official website is www.seacoastwealthadvisors.net
What is Seacoast Wealth Advisors's Revenue?
Seacoast Wealth Advisors's revenue is <$5 Million
What is Seacoast Wealth Advisors's SIC code?
Seacoast Wealth Advisors's SIC: 62,628
What is Seacoast Wealth Advisors's NAICS code?
Seacoast Wealth Advisors's NAICS: 52,523
How many employees does Seacoast Wealth Advisors have?
Seacoast Wealth Advisors has 1-10 employees
What industry does Seacoast Wealth Advisors belong to?
Seacoast Wealth Advisors is in the industry of: Finance, Securities Trading
What is Seacoast Wealth Advisors competition?
Seacoast Wealth Advisors top competitors include: Wealth Advisory Services, Casco Bay Wealth Advisors, Sterling Total Wealth Solutions, Stratos Wealth Advisors
What technology does Seacoast Wealth Advisors use?
Some of the popular technologies that Seacoast Wealth Advisors uses are: WordPress.org, PHP, Google Universal Analytics, Adobe Typekit
What does Seacoast Wealth Advisors do?

Seacoast Wealth Advisors, LLC is an independent investment consulting firm that assists individuals, families, and companies in developing and monitoring strategies to achieve their long-term financial goals. Founded by David Hatfield, a CERTIFIED FINANCIAL PLANNER with over 25 years of experience, the firm focuses on retirement planning, college f... unding, and family legacy planning. They operate as an ERISA Investment Fiduciary, ensuring that their services are in the best interest of their clients without the influence of proprietary products. Located in Dover, NH, Seacoast Wealth Advisors partners with LPL Financial to provide a wide range of investment and insurance options.Read More

Is Seacoast Wealth Advisors a public company?
Seacoast Wealth Advisors is private company therefore does not currently have an official ticker symbol
See more information about Seacoast Wealth Advisors

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