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Nicole J. Goberman

Investment adviser representative at Seabridge Investment Advisors LLC
11 yearsExperience
1 stateRegistered in
$771.2MFirm assets
28 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

11 years in the industry.

  1. Seabridge Investment Advisors LLCJan 2021 to now
  2. Seabridge Investment AdvisorsJan 2015 to Dec 2020

Exams passed

  • Series 65 · Uniform Investment Adviser Law2021

State registrations

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

Seabridge Investment Advisors LLC

$771.2MAssets managed
201Clients
11Advisers
28 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
7325839
Firm CRD
108681
Advisor's SEC record (opens in a new tab)
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