Jeffrey Krueger is a CFP-designated registered investment advisor at Seaport Wealth LLC, based in Boston, MA, with 6 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth.
Compensation
Firm Size
IM Fee
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
175 Portland Street, Unit 4, Boston, MA, 02114
Get directionsHistory
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 Activities
Jeffrey is a member of SFP PHG Holding LLC, holding stock in a private company, and Seaport Investment Holdings LLC, with passive investments in rental real estate. Both activities are investment-related and require minimal time.
Employment History
Current Registrations
Seaport Wealth LLC
Previous Registrations
U.S. Wealth Management
State Registrations1 state
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.