Richard Seeger
R. Seeger Wealth Management · Lindenhurst, New York
Richard Seeger is a fee-only financial advisor at R. Seeger Wealth Management in Lindenhurst, New York, who holds the CFP credential. Richard focuses on retirement planning, estate & legacy planning and family wealth transfer. R. Seeger Wealth Management reports charging a percentage of assets on its Form ADV.
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Specialties
Facts
| Firm | R. Seeger Wealth Management |
|---|---|
| Based in | Lindenhurst, New York |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $72.1M across 67 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in NY, TX · CRD 2804740 |
| Exams passed | Series 63 (1997) · Series 66 (2005) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.rseegerwealthmanagement.com |
| Profile |
How Richard's firm compares
- R. Seeger Wealth Management's average account is about $1.1 million, from its Form ADV (assets managed divided by 67 accounts).
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Questions about Richard
Is Richard Seeger a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Richard holds no broker registration, and R. Seeger Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Richard charge for financial advice?
Richard's firm, R. Seeger Wealth Management, reports charging a percentage of assets on its SEC Form ADV.
Where is Richard Seeger based?
Richard Seeger is based in Lindenhurst, New York.
What does Richard specialize in?
Richard's specialties include retirement planning, estate & legacy planning and family wealth transfer.
What credentials does Richard Seeger hold?
Richard Seeger holds the CFP credential.
Is Richard Seeger registered with the SEC?
Yes. Richard Seeger is registered as an investment adviser representative in NY and TX (CRD 2804740), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does R. Seeger Wealth Management manage?
R. Seeger Wealth Management reports $72.1M across 67 accounts in assets under management.
How do I contact Richard Seeger?
Through Richard's website, www.rseegerwealthmanagement.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
- R. Seeger Wealth Management website : specialties, clients served, and fees, checked October 30, 2026
- 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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