Seth M. Streeter
Professional summary
Seth Mathew Streeter, CFP®, who also goes by Seth M Streeter, is a registered financial advisor currently at MISSION WEALTH MANAGEMENT, LP located in Austin, Texas.
Seth is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1992. Seth has worked at 4 firms and has passed the Series 65, Series 63, Series 7, Series 6, Series 51 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Seth Mathew Streeter's CRS (Customer Relationship Summary).
Certified licenses
Start date: 1996
Experience
January 24, 2013 - Present
MISSION WEALTH MANAGEMENT, LP
Office #1: 901 S. Mopac Expressway Building 1, Suite 334, Austin, TX 78746February 14, 2000 - September 24, 2013
NATIONAL PLANNING CORPORATION
February 10, 2000 - September 24, 2013
NATIONAL PLANNING CORPORATION
September 29, 1992 - May 1, 1997
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY
September 29, 1992 - February 22, 2000
SIGNATOR INVESTORS, INC.
Primary Firm SEC Registration
MISSION WEALTH MANAGEMENT, LP
CRD#: 113057 / SEC#: 801-61230
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(1/17/2017)
Exams
Current Firm
MISSION WEALTH MANAGEMENT, LP
CRD#: 113057 / SEC#: 801-61230
Contact information
SEC notice filing (43 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 16,573 |
| AUM (Assets Under Management) | $ 13,912,131,150 |
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.
