Richard T Seeger
Investment adviser representative at R. Seeger Wealth Management, Ltd
32 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$72.1MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
32 years in the industry.
- R. Seeger Wealth Management, LtdJan 2010 to now
- Fidelity Brokerage Services, Inc.May 1994 to now
- Fidelity InvestmentsMay 1994 to now
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1997
- Series 66 · Uniform Combined State Law2005
State registrations
Registered as an investment adviser representative in 2 states (NY, TX).
R. Seeger Wealth Management, Ltd
$72.1MAssets managed
67Clients
1Advisers
5 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2804740
- Firm CRD
- 152258