Steven Seager
55 North Private Wealth · Winter Park, Florida
Steven Seager is a fee-only financial advisor at 55 North Private Wealth in Winter Park, Florida, who holds the CFA credential. 55 North Private Wealth reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | 55 North Private Wealth |
|---|---|
| Based in | Winter Park, Florida |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $581.3M across 697 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in FL · CRD 7140121 |
| Firm size | 8 employees |
| Disclosures | None reported |
| Website | www.55northprivatewealth.com |
How Steven's firm compares
- 55 North Private Wealth's average account is about $834,000, from its Form ADV (assets managed divided by 697 accounts).
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Questions about Steven
Is Steven Seager a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Steven holds no broker registration, and 55 North Private Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Steven charge for financial advice?
Steven's firm, 55 North Private Wealth, reports charging a percentage of assets on its SEC Form ADV.
Where is Steven Seager based?
Steven Seager is based in Winter Park, Florida.
What credentials does Steven Seager hold?
Steven Seager holds the CFA credential.
Is Steven Seager registered with the SEC?
Yes. Steven Seager is registered as an investment adviser representative in FL (CRD 7140121), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does 55 North Private Wealth manage?
55 North Private Wealth reports $581.3M across 697 accounts in assets under management.
How do I contact Steven Seager?
Through Steven's website, www.55northprivatewealth.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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