Clinton Seefeldt is a CFP-designated registered investment advisor, based in New York, NY, with 11 years of industry experience.
Location
111 West 33rd Street, Unit 1410, New York, NY, 10001
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Clinton sells fixed insurance products and owns Provider Wealth Management, LLC, established for securities, advisory, and insurance business. He also co-owns DECS Real Estate, LLP, an entity created for owning real estate.
Employment History
Current Registrations
The Leaders Group, INC.Broker
The Leaders Group, INC.
Savvy
Previous Registrations
Commonwealth Financial NetworkBroker
Commonwealth Financial Network
Lincoln Financial Advisors Corporation
Lincoln Financial Advisors CorporationBroker
Principal Securities, INC.
Principal Securities, INC.Broker
State Registrations15 states
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.