David Descalzi
Seabridge Investment Advisors · Summit, New Jersey
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.
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Facts
| Firm | Seabridge Investment Advisors |
|---|---|
| Based in | Summit, New Jersey |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $771.2M across 482 accounts |
| SEC registration | Investment adviser representative in FL, GA, NJ, TX · CRD 1298204 |
| Exams passed | Series 63 (2000) · Series 65 (2003) |
| Firm size | 12 employees |
| Disclosures | None reported |
| Website | www.seabridge.com |
How David's firm compares
- Seabridge Investment Advisors's average account is about $1.6 million, from its Form ADV (assets managed divided by 482 accounts).
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Questions about David
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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 : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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