GK
Garnett L. Keith
SEABRIDGE INVESTMENT ADVISORS LLC
Atlanta, GA 30329
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CRD#: 1475168
GK
Professional summary
Garnett Lee Keith JR, who also goes by Garnett Lee Keith, is a registered financial advisor currently at SEABRIDGE INVESTMENT ADVISORS LLC located in Atlanta, Georgia.
Garnett is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Garnett has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Garnett Lee Keith
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
10 Talents Investors - Chairman of Investment Committee. Began 12/2012 (Foxborough, MA) Chair 5 man investment committee which reviews private equity funds which are open for new investment. Reviews detailed memos on each prospective fund. Reviews reports from managers regarding progress on existing funds. Reviews quarterly reporting of 10 Talents to its limited partners. Participates in annual meeting with managers and LPs in Snowmass, CO. Whitecap Capital I, LLC - Investment related. 3201 Rustic River Cove, Austin Texas, 78746. Chartered by various states to invest in job creating start-up businesses in those states and funded by insurance companies operating in those states. Formation date 2002. Board member - 2 hours per year, participating in annual board meeting. DM Capital - Investment related (no cash compensation), 116 Huntington Ave, Boston, MA 02116. DM Capital Management runs a concentrated portfolio based on bottom-up fundamental analysis. Garnett meets with the management team approximately quarterly to discuss the market outlook and portfolio positioning of their portfolio. Garnett will be aware of what stocks they own but will not be involved in making investment decisions. DM Capital is not registered with the SEC. Garnett's family accounts will have the management fee (but not the performance fee) waived.
CRS (Client Relationship Summary) - RIA
Click below to view Garnett Lee Keith JR's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
March 18, 2021 - Present
SEABRIDGE INVESTMENT ADVISORS LLC
Office #1: 1777 Northeast Expressway Ne Suite 220, Atlanta, GA 30329RIA
CRD#: 108681
Atlanta, GA
Past
November 6, 2003 - January 10, 2020
SEABRIDGE INVESTMENT ADVISORS LLC
RIA
CRD#: 108681
SUMMIT, NJ
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
SI
SEABRIDGE INVESTMENT ADVISORS LLC
SEABRIDGE INVESTMENT ADVISORS LLC | SEABRIDGE PRIVATE WEALTH
CRD#: 108681 / SEC#: 801-55009
RIA
Registered Investment Advisory firm - (11/3/1997 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Georgia(3/18/2021)
Current Firm
SI
SEABRIDGE INVESTMENT ADVISORS LLC
SEABRIDGE INVESTMENT ADVISORS LLC | SEABRIDGE PRIVATE WEALTH
CRD#: 108681 / SEC#: 801-55009
RIA
Registered Investment Advisory firm - (11/3/1997 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
450 Springfield Ave. Suite 301, Summit, NJ 07901-2610
Mailing Address
Phone number
(908) 273-5085
Established
Firm type
Fiscal year end
# of Employees
12
SEC notice filing (12 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 452 |
| AUM (Assets Under Management) | $ 610,404,483 |
Red Flags
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