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Claire Hauck

Investment adviser representative at Seia
11 yearsExperience
1 stateRegistered in
CFADesignation
$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

11 years in the industry.

  1. Seia LLCApr 2026 to now
  2. Ses LLCApr 2026 to now
  3. UnemployedJan 2026 to Apr 2026
  4. Lazard Asset Management LLCJul 2015 to Jan 2026
  5. Lazard Asset Management Securities LLCJul 2015 to Jan 2026

Designations

  • CFA

Exams passed

  • Series 66 · Uniform Combined State Law2016

State registrations

Registered as an investment adviser representative in 1 state (CA).

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
6556841
Firm CRD
108163
Advisor's SEC record (opens in a new tab)
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