SEAWAY ADVISORS
Firm details
- Headquarters
- FAIRPORT, New York
- CRD number
- 149745
- Registered since
- March 17, 2015
- Website
- www.seawayadvisors.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI58.83%
- Individuals38.11%
- Charitable Organizations3.05%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Seaway Advisors is a corporation that has been registered with the SEC since 2015 and is owned by an individual. The firm provides fee-based portfolio management, charging a percentage of assets under management, and serves both individual and family clients as well as institutional clients. Its advisory scope covers portfolio management for individuals and small businesses as well as for businesses or institutions. Seaway Advisors does not identify as an active ESG investor and is not registered as a multi-state adviser or pension consultant.
Assets & Accounts
Public Holdings
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities50%
- Cash & Cash Equivalents29%
- Public Funds/Mutual Funds11%
- US Government Bonds10%
Contacts
2 of 2TERRANCE MULHERN
OwnerCRD 1670284
BRADFORD MCADAM
Managing DirectorCRD 4350691
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
FAIRPORT, NY
MONROE
Location
FAIRPORT, NY
Headquartered in FAIRPORT, NY, anchoring the Rochester-Batavia-Seneca Falls, NY metro in the Northeast.
- Metro area
- Rochester-Batavia-Seneca Falls, NY
- Region
- Northeast
- County
- MONROE
- Address
- 1387 Fairport Rd
- Time zone
- ET (UTC-5)
- Office locations
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