Jeffrey A. Seitz

STRATEGIC ADVISERS LLC

MELVILLE, NY

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CRD#: 1918201

Professional summary

Jeffrey A. Seitz, CFP®, CIMA®, who also goes by Jeffrey Alan Seitz, Jeffrey Seitz, Jeffrey A Seitz, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Melville, New York and FIDELITY BROKERAGE SERVICES LLC located in Roslyn, New York.

Jeffrey is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1996. Jeffrey has worked at 19 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jeffrey Alan Seitz | Jeffrey Seitz | Jeffrey A Seitz

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffrey A. Seitz's CRS (Customer Relationship Summary).

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®

CFP^®

Certified Financial Planner

CIMA^®

Certified Investment Management Analyst

Experience

Current

March 31, 2025 - Present

STRATEGIC ADVISERS LLC

Office #2: 1075 Northern Blvd, Roslyn, NY 11576-1681

RIA

CRD#: 104555

MELVILLE, NY

Current

September 9, 2024 - Present

FIDELITY BROKERAGE SERVICES LLC

Office #1: 1075 Northern Blvd, Roslyn, NY 11576

CRD#: 7784

ROSLYN, NY

Past

September 19, 2024 - March 31, 2025

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA

CRD#: 288590

ROSLYN, NY

Past

June 21, 2023 - August 1, 2024

FACET

RIA

CRD#: 285961

Melville, NY

Past

March 15, 2021 - June 21, 2023

VANGUARD ADVISERS, INC.

RIA

CRD#: 106715

Malvern, PA

Past

March 15, 2021 - June 21, 2023

VANGUARD MARKETING CORPORATION

CRD#: 7452

MALVERN, PA

Past

September 10, 2020 - February 4, 2021

PURSHE KAPLAN STERLING INVESTMENTS

CRD#: 35747

Plainview, NY

Past

October 5, 2018 - September 11, 2020

AMERIPRISE FINANCIAL SERVICES, LLC

RIA

CRD#: 6363

Plainview, NY

Past

June 20, 2018 - September 11, 2020

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

Plainview, NY

Past

January 10, 2013 - June 15, 2018

AMERICAN PORTFOLIOS ADVISORS, INC

RIA

CRD#: 112697

HOLBROOK, NY

Past

January 9, 2013 - June 15, 2018

AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC.

CRD#: 18487

HAUPPAUGE, NY

Past

January 10, 2011 - July 27, 2012

ADVISORS ASSET MANAGEMENT, INC.

RIA

CRD#: 46727

MELVILLE, NY

Past

January 10, 2011 - July 27, 2012

ADVISORS ASSET MANAGEMENT, INC.

CRD#: 46727

MELVILLE, NY

Past

August 3, 2010 - January 12, 2011

TD AMERITRADE, INC.

RIA

CRD#: 7870

JERSEY CITY, NJ

Past

August 3, 2010 - January 12, 2011

TD AMERITRADE INVESTMENT MANAGEMENT, LLC

RIA

CRD#: 111514

JERSEY CITY, NJ

Past

August 3, 2010 - January 12, 2011

TD AMERITRADE, INC.

CRD#: 7870

JERSEY CITY, NJ

Past

March 14, 2006 - June 11, 2010

ADVISORS ASSET MANAGEMENT, INC.

RIA

CRD#: 46727

MELVILLE, NY

Past

February 24, 2006 - June 11, 2010

ADVISORS ASSET MANAGEMENT, INC.

CRD#: 46727

MELVILLE, NY

Past

June 17, 2004 - September 16, 2005

GUGGENHEIM DISTRIBUTORS, LLC

CRD#: 40805

ROCKVILLE, MD

Past

February 24, 2004 - June 2, 2004

BNY MELLON SECURITIES CORPORATION

RIA

CRD#: 231

NEW YORK, NY

Past

January 5, 2004 - June 2, 2004

BNY MELLON SECURITIES CORPORATION

CRD#: 231

NEW YORK, NY

Past

April 25, 2003 - November 25, 2003

PFIC SECURITIES CORPORATION

CRD#: 34941

FRANKLIN, TN

Past

September 26, 2002 - April 25, 2003

EQUITABLE ADVISORS, LLC

CRD#: 6627

NEW YORK, NY

Past

July 5, 2001 - September 18, 2002

HSBC BROKERAGE (USA) INC.

CRD#: 6956

NEW YORK, NY

Past

September 26, 1996 - July 2, 2001

CITICORP INVESTMENT SERVICES

CRD#: 23988

LONG ISLAND CITY, NY

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".

STRATEGIC ADVISERS LLC

CRD#: 104555 / SEC#: 801-13243

RIA

Registered Investment Advisory firm - (8/11/1977 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.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Alabama
(1/3/2025)

Alaska
(1/3/2025)

Arkansas
(1/3/2025)

California
(1/3/2025)

Colorado
(1/3/2025)

Connecticut
(1/3/2025)

Delaware
(1/3/2025)

District of Columbia
(1/3/2025)

Florida
(1/3/2025)

Georgia
(1/3/2025)

Maine
(1/3/2025)

Maryland
(1/3/2025)

Massachusetts
(1/3/2025)

Missouri
(1/3/2025)

Montana
(1/3/2025)

New Jersey
(1/3/2025)

New York
(9/9/2024)

IAR

New York
(3/31/2025)

North Carolina
(1/3/2025)

Ohio
(1/6/2025)

Pennsylvania
(1/3/2025)

Puerto Rico
(1/3/2025)

South Carolina
(1/3/2025)

Texas
(1/3/2025)

IAR

Texas
(3/31/2025)

Vermont
(1/3/2025)

Virginia
(1/3/2025)

Washington
(1/3/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 65

Date: 9/7/2000

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 10/28/1996

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 9/25/1996

General Securities Representative Examination

SRO Registrations

FINRA

SRO Registrations

New York Stock Exchange

Current Firm

STRATEGIC ADVISERS LLC

CRD#: 104555 / SEC#: 801-13243

RIA

Registered Investment Advisory firm - (8/11/1977 Approved)

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Contact information

Main Address

155 Seaport Blvd, Boston, MA 02210-2698

Mailing Address

Phone number

(617) 563-7000

Established

Firm type

Fiscal year end

# of Employees

16,291

SEC notice filing (52 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FIDELITY GO (12/5/2025)

FIDELITY STRATEGIC DISCIPLINES (11/10/2025)

FIDELITY WEALTH SERVICES (9/10/2025)

STRATEGIC ADVISERS LLC (9/10/2025)

FIDELITY MANAGED FIDFOLIOS (3/31/2025)

FIDELITY WEALTH ADVISOR SOLUTIONS (3/31/2025)

FIDELITY PERSONALIZED PLANNING & ADVICE AT WORK (3/31/2025)

Regulatory assets under management

Total Number of Accounts	2,486,631
AUM (Assets Under Management)	$ 1,067,664,605,590

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
09/24/2025	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Jeffrey A. Seitz

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffrey A. Seitz's CRS (Customer Relationship Summary).

Certified licenses

Experience

FIDELITY BROKERAGE SERVICES LLC

FIDELITY PERSONAL AND WORKPLACE ADVISORS

FACET

VANGUARD ADVISERS, INC.

VANGUARD MARKETING CORPORATION

PURSHE KAPLAN STERLING INVESTMENTS

AMERIPRISE FINANCIAL SERVICES, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

AMERICAN PORTFOLIOS ADVISORS, INC

AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC.

ADVISORS ASSET MANAGEMENT, INC.

ADVISORS ASSET MANAGEMENT, INC.

TD AMERITRADE, INC.

TD AMERITRADE INVESTMENT MANAGEMENT, LLC

TD AMERITRADE, INC.

ADVISORS ASSET MANAGEMENT, INC.

ADVISORS ASSET MANAGEMENT, INC.

GUGGENHEIM DISTRIBUTORS, LLC

BNY MELLON SECURITIES CORPORATION

BNY MELLON SECURITIES CORPORATION

PFIC SECURITIES CORPORATION

EQUITABLE ADVISORS, LLC

HSBC BROKERAGE (USA) INC.

CITICORP INVESTMENT SERVICES

Primary Firm SEC Registration

STRATEGIC ADVISERS LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 9/7/2000

Series 63

Date: 10/28/1996

SIE

Date: 10/1/2018

Series 7

Date: 9/25/1996

FINRA

New York Stock Exchange

Current Firm

STRATEGIC ADVISERS LLC

Contact information

SEC notice filing (52 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

STRATEGIC ADVISERS LLC

TRUST BUT VERIFY

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