BS
BS

Bryan Seaquist

28 Years of Experience
Fort Washington, PA
BrokerSells Insurance

Bryan Seaquist is a registered investment advisor at Capital Analysts, based in Fort Washington, PA, with 28 years of industry experience. Bryan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 17,698 clients with $8.7B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
648 advisors
Number of Clients
17,698 clients
Average Client Portfolio
$492K average
Assets Under Management
$8.7B

Fee Structure

Planning is included in investment management

Capital Analysts offers investment management through various programs. The fees you pay will depend on the specific program you choose, the custodian holding your assets, your advisor's fee, and whether you select a wrap fee or non-wrap fee program.

Your advisor's fee is negotiable, up to a maximum of 1.25% of the assets they manage or advise. The specific fee and billing details will be outlined in your investment advisory agreement.

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Location

601 Office Center Drive, Suite 300, Fort Washington, PA, 19034

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Bryan is an insurance agent with The Gabor Agency, providing insurance and retirement options, primarily to employees of colleges and universities in Florida. While he dedicates full-time hours to the agency, his direct sales of non-registered life and health insurance products are minimal, with only a few small commission checks received.

Employment History
Current Registrations
Capital Analysts
September 2017 - Present · 8 yrs 10 mos
Lincoln Investment
August 2017 - Present · 8 yrs 11 mos
Lincoln InvestmentBroker
August 2017 - Present · 8 yrs 11 mos
Previous Registrations
Park Avenue Securities LLC
March 2007 - September 2017 · 10 yrs 6 mos
Park Avenue Securities LLCBroker
August 2000 - September 2017 · 17 yrs 1 mo
First Union Brokerage Services, INC.Broker
October 1997 - July 2000 · 2 yrs 9 mos
State Registrations19 states
AZCACOCTFLGAIAILKYMAMDMIMOMSNCRITNTXVA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.