# David Descalzi

> David Descalzi is a fee-only financial advisor at Seabridge Investment Advisors in Summit, New Jersey. Seabridge Investment Advisors reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/david-descalzi/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Seabridge Investment Advisors
- **Based in:** Summit, New Jersey
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $771.2M across 482 accounts
- **CRD:** 1298204 (https://adviserinfo.sec.gov/individual/summary/1298204)
- **SEC registration:** Investment adviser representative in FL, GA, NJ, TX
- **Exams passed:** Series 63 (2000), Series 65 (2003)
- **Firm size:** 12 employees
- **Disclosures:** None reported
- **Website:** https://www.seabridge.com

## Frequently asked questions

### Is David Descalzi a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: David holds no broker registration, and Seabridge Investment Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does David charge for financial advice?

David's firm, Seabridge Investment Advisors, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is David Descalzi based?

David Descalzi is based in Summit, New Jersey.

### Is David Descalzi registered with the SEC?

Yes. David Descalzi is registered as an investment adviser representative in FL, GA, NJ and TX (CRD 1298204), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Seabridge Investment Advisors manage?

Seabridge Investment Advisors reports $771.2M across 482 accounts in assets under management.

### How do I contact David Descalzi?

Through David's website, www.seabridge.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/1298204): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.