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Seth Mcneil Deaver

NETADVIZOR WEALTH
Forest, VA
·CRD# 6494685·7 years experience

Professional Summary

Seth Mcneil Deaver is a registered financial advisor currently at NETADVIZOR WEALTH LLC located in Forest, Virginia. Seth is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Seth has worked at 4 firms and has passed the Series 66, Series 7TO and SIE exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Years of Experience

7 years in the financial services industry

Current & Past Employments

NETADVIZOR WEALTH LLC·CRD# 319725
RIA
Forest, VA
November 26, 2024 - Present
SELECTIVE WEALTH MANAGEMENT, INC.·CRD# 164882
RIA
Forest, VA
August 26, 2021 - November 11, 2024
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC·CRD# 149018
RIA
Greenville, SC
February 10, 2020 - August 25, 2021
RAYMOND JAMES FINANCIAL SERVICES, INC.·CRD# 6694
BD
Greenville, SC
November 21, 2019 - August 25, 2021

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Current Firm

NW
NETADVIZOR WEALTH LLC

NETADVIZOR WEALTH LLC

CRD#: 319725
Oklahoma
Registered Investment Advisory firm - Oklahoma (5/10/2022 Approved)
Virginia
Registered Investment Advisory firm - Virginia (8/19/2022 Approved)

Contact Information

Main Address

Jenks, OK

Phone Number

(918) 984-9262

# of Employees

3

Documents

Latest Form ADV

Regulatory Assets Under Management

Total Number of Accounts

269

AUM (Assets Under Management)

$40,448,162

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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.

1) INDEPENDENT INSURANCE AGENT, Forest VA, INVESTMENT-RELATED, POSITION: INSURANCE AGENT, START DATE-9/24/20, 10 HOURS PER MONTH ALL DURING SECURITIES TRADING HOURS.

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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.
IAR
Oklahoma
(12/2/2024)
IAR
Virginia
(11/26/2024)

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

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 66 — Uniform Combined State Law Examination

Passed Jan 2020About the Series 66 exam

Series 7TO — General Securities Representative Examination

Passed Nov 2019About the Series 7TO exam

SIE — Securities Industry Essentials Examination

Passed Jul 2019About the SIE exam

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CRS (Client Relationship Summary) - RIA

Click below to view Seth Mcneil Deaver's CRS (Customer Relationship Summary).

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