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AS

Adam D. Seitchik

Some features on this profile are disabled
CRD#: 5073769
AS

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.

Adam David Seitchik MR. was a registered financial professional .

Adam is a previously registered financial professional and started their career in finance in 2009. Adam had worked at 3 firms .

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

August 25, 2016 - May 4, 2023

ARJUNA CAPITAL, LLC

RIA
CRD#: 283713
TAOS, NM
Past

May 23, 2013 - August 8, 2016

BALDWIN WEALTH PARTNERS, LLC

RIA
CRD#: 105343
DURHAM, NC
Past

January 29, 2009 - November 12, 2009

TRILLIUM ASSET MANAGEMENT

RIA
CRD#: 110901
BOSTON, MA

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".
AC
ARJUNA CAPITAL, LLC
ARJUNA CAPITAL, LLC

CRD#: 283713 / SEC#: 801-107908

RIA
Registered Investment Advisory firm - (6/2/2016 Approved)

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

Current Firm

AC
ARJUNA CAPITAL, LLC
ARJUNA CAPITAL, LLC

CRD#: 283713 / SEC#: 801-107908

RIA
Registered Investment Advisory firm - (6/2/2016 Approved)
PREMIUM
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Contact information

Main Address
13 Elm Street Suite 2, Manchester, MA 01944
Mailing Address
353 West Main Street, Durham, NC 27701
Phone number
(978) 704-0112
Established
Firm type
Fiscal year end
# of Employees
14

SEC notice filing (6 States and Territories)

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

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ARJUNA CAPITAL ADV 2A (6/5/2025)

Regulatory assets under management

Total Number of Accounts610
AUM (Assets Under Management)$ 598,552,202

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

ARJUNA CAPITAL, LLC

CRD#: 283713

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