Skyler L. Seidman

FLAGSHIP INVESTMENT MANAGEMENT LLC

Houston, TX 77046

Some features on this profile are disabled

CRD#: 8022039

Professional summary

Skyler Lee Seidman, who also goes by Syler Lee Seidman, is a registered financial advisor currently at FLAGSHIP INVESTMENT MANAGEMENT LLC located in Houston, Texas and CLEAR TRAIL ADVISORS, LLC located in Houston, Texas.

Skyler is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Skyler has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Syler Lee Seidman

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) - RIA

Click below to view Skyler Lee Seidman's CRS (Customer Relationship Summary).

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

Current

January 17, 2025 - Present

FLAGSHIP INVESTMENT MANAGEMENT LLC

Office #1: One Greenway Plaza Suite 750, Houston, TX 77046

RIA

CRD#: 332788

Houston, TX

Current

August 24, 2025 - Present

CLEAR TRAIL ADVISORS, LLC

Office #1: 5847 San Felipe St. Suite 2380, Houston, TX 77057

RIA

CRD#: 337595

HOUSTON, TX

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".

FLAGSHIP INVESTMENT MANAGEMENT LLC

FLAGSHIP CAPITAL PARTNERS | FLAGSHIP INVESTMENT MANAGEMENT LLC

CRD#: 332788 / SEC#: 801-131473

RIA

Registered Investment Advisory firm - (11/15/2024 Approved)

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.

Highlighted states indicate IAR registrations

IAR

Texas
(1/17/2025)

IAR

Texas
(8/24/2025)

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

State Security Law Exam

IAR

Series 65

Date: 8/6/2025

Uniform Investment Adviser Law Examination

Current Firm

FLAGSHIP INVESTMENT MANAGEMENT LLC

FLAGSHIP CAPITAL PARTNERS | FLAGSHIP INVESTMENT MANAGEMENT LLC

CRD#: 332788 / SEC#: 801-131473

RIA

Registered Investment Advisory firm - (11/15/2024 Approved)

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

One Greenway Plaza Suite 750, Houston, TX 77046

Mailing Address

Phone number

+1 (713) 623-6000

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (1 States and Territories)

Documents

Latest Form ADV

Part 2 Brochures

FLAGSHIP CAPITAL ADV PART 2A BROCHURE (3/14/2025)

Regulatory assets under management

Total Number of Accounts	4
AUM (Assets Under Management)	$ 157,637,981

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
10/24/2025	Cover Page	Report

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.

Similar Advisors

Troy Wootton

EDWARD JONES

IAR

Sugar Land, TX

Darren Dindinger

ALLWORTH FINANCIAL, L.P.

IAR

Orting, WA

Li-e Wang

TRANSAMERICA FINANCIAL ADVISORS, LLC

Houston, TX

Why Advisor Check

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Skyler L. Seidman

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Skyler Lee Seidman's CRS (Customer Relationship Summary).

Certified licenses

Experience

FLAGSHIP INVESTMENT MANAGEMENT LLC

CLEAR TRAIL ADVISORS, LLC

Primary Firm SEC Registration

FLAGSHIP INVESTMENT MANAGEMENT LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 8/6/2025

Current Firm

FLAGSHIP INVESTMENT MANAGEMENT LLC

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

FLAGSHIP INVESTMENT MANAGEMENT LLC

TRUST BUT VERIFY

Similar Advisors