Adam D. Seitchik

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CRD#: 5073769

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"?

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.

TRUSTEE OF THE HYAMS FOUNDATION SINCE AUGUST 2005 AND CHAIR OF THE INVESTMENT AND FINANCE COMMITTEE (UNTIL THE END OF AUGUST 2016), THEN MEMBER OF THE INVESTMENT AND FINANCE COMMITTEE. THE HYAMS FOUNDATION IS A PRIVATE FOUNDATION DEDICATED TO INCREASING SOCIAL AND ECONOMIC JUSTICE AND POWER WITHIN LOW-INCOME COMMUNITIES. THE HYAMS FOUNDATION IS LOCATED AT 50 FEDERAL STREET #9, BOSTON, MASSACHUSETTS 02110. APPROXIMATELY 10 HOURS PER MONTH ARE DEVOTED TO THE HYAMS FOUNDATION DURING SECURITIES TRADING HOURS. DUTIES MOSTLY INCLUDE BOARD MEETINGS AND INVESTMENT/FINANCE COMMITTEE MEETINGS.

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".

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.

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.

Exams

Current Firm

ARJUNA CAPITAL, LLC

CRD#: 283713 / SEC#: 801-107908

RIA

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

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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

SEC notice filing (6 States and Territories)

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 Accounts	610
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.

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Adam D. Seitchik

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

ARJUNA CAPITAL, LLC

BALDWIN WEALTH PARTNERS, LLC

TRILLIUM ASSET MANAGEMENT

Primary Firm SEC Registration

ARJUNA CAPITAL, LLC

State Registrations and Notice Filings

Exams

Current Firm

ARJUNA CAPITAL, LLC

Contact information

SEC notice filing (6 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ARJUNA CAPITAL, LLC

TRUST BUT VERIFY

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