David Weikert
Investment adviser representative at Seia
28 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$22.5BFirm 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
28 years in the industry.
- Seia LLCJun 2024 to now
- Ses LLCJun 2024 to now
- American Philanthropic Advisors, LLCMay 2014 to now
- Market Street Financial Advisors, LLCOct 1998 to now
- Cedar Brook FinancialApr 2021 to Jun 2024
- Cadaret, Grant & Co., Inc.Dec 2020 to Jun 2024
- Mercap Advisors, Inc.Jul 2015 to Dec 2020
- Mercap Securities, LLCJan 2012 to Dec 2020
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
State registrations
Registered as an investment adviser representative in 1 state (PA).
Seia
Legal name: Signature Estate & Investment Advisors LLC
$22.5BAssets managed
9,833Clients
130Advisers
27 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
- 3249992
- Firm CRD
- 108163