AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check
WS

Wayne A. Seaton

Some features on this profile are disabled
CRD#: 2382518
WS

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Wayne Andrew Seaton was a registered financial professional .

Wayne is a previously registered financial professional and started their career in finance in 1994. Wayne had worked at 9 firms and has passed the Series 63, Series 7TO, Series 79TO, Series 52TO, Series 50, SIE, Series 7, Series 24 and Series 53 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

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)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

January 14, 2025 - May 9, 2025

ROCKFLEET FINANCIAL SERVICES, INC

BD
CRD#: 149325
SARASOTA, FL
Past

March 19, 2019 - September 17, 2021

ROCKFLEET FINANCIAL SERVICES, INC

BD
CRD#: 149325
New York, NY
Past

October 13, 2015 - September 22, 2017

JANNEY MONTGOMERY SCOTT LLC

BD
CRD#: 463
NEW YORK, NY
Past

August 4, 2015 - November 9, 2015

OXFORD CAPITAL, LLC

BD
CRD#: 166637
NEW YORK, NY
Past

July 21, 2009 - August 5, 2014

WELLS FARGO SECURITIES, LLC

BD
CRD#: 126292
NEW YORK, NY
Past

February 22, 2005 - July 22, 2009

M. R. BEAL & COMPANY

BD
CRD#: 22088
SACRAMENTO, CA
Past

February 27, 1997 - March 3, 2005

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79
NEW YORK, NY
Past

July 8, 1996 - January 22, 1997

ADVEST, INC.

BD
CRD#: 10
HARTFORD, CT
Past

February 20, 1995 - March 20, 1996

J.P. MORGAN SECURITIES INC.

BD
CRD#: 18718
NEW YORK, NY
Past

July 18, 1994 - April 5, 1995

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
WEEHAWKEN, NJ

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 5/9/1994
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 2/17/2024
General Securities Representative Examination
General Industry/Product Exam
RR
Series 79TO
Date: 2/17/2024
Investment Banking Registered Representative Examination
General Industry/Product Exam
RR
Series 52TO
Date: 2/17/2024
Municipal Securities Representative Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam

Current Firm


RF
ROCKFLEET FINANCIAL SERVICES, INC
ROCKFLEET FINANCIAL SERVICES, INC | ROCKFLEET FINANCIAL SERVICES, INC.

CRD#: 149325 / SEC#: , 8-68139

BD
Broker-Dealer Firm Regulated by FINRA (Florida district office)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information


Main Address
8586 Potter Park Dr. Suite 102e, Venice, FL 34285
Mailing Address
8586 Potter Park Dr., Sarasota, FL 34238
Phone number
(888) 909-4489
Established
Delaware since 12/11/2008
Firm type
Corporation
Fiscal year end
March
Firm Size
Small
# of Employees
10

FINRA licenses (2 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)Latest Form ADV

Direct owners and executive officers


NamePositionCRD#
CORRIGAN, CATHERINE MARYPRESIDENT, CEO, CHIEF OPERATIONS OFFICER, FINOP, CCO1869713
ROCKFLEET FINANCIAL SERVICES INC 401K PLANPROXY OWNER
ROCKFLEET INVESTOR PARTNERS II L.P.PROXY OWNER
ROCKFLEET INVESTOR PARTNERS L.P.PROXY OWNER

Regulatory assets under management


Total Number of Accounts1
AUM (Assets Under Management)$ 450,000

Disclosures


Regulatory Event1

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.

Company Information


ROCKFLEET FINANCIAL SERVICES, INC

CRD#: 149325

TRUST BUT VERIFY

Monitor Wayne Seaton

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


Stephen Albert Zahka
Stephen ZahkaAdvisorCheck Check Mark
EDWARD JONES
IAR
RR
Marlborough, MA
Frank Horace Moore III
Frank MooreAdvisorCheck Check Mark
UBS FINANCIAL SERVICES INC.
IAR
RR
Greenwich, CT
Marshall Lee Rosen
Marshall RosenAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Fort Lauderdale, FL
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics