# R. Seeger Wealth Management Ltd.

R. Seeger Wealth Management Ltd. is a Bank / Wealth / Trust based in Lindenhurst, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Lindenhurst, United States
- **Region:** North America
- **Address:** Lindenhurst, NY, United States
- **Founded:** 2010
- **Assets under management:** Undisclosed
- **Website:** rseegerwealthmanagement.com
- **LinkedIn:** linkedin.com/company/r.-seeger-wealth-management-llc

## Regulatory record

- **CRD number:** 152258
- **SEC file number:** 801-121764
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-02-12T06:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/152258

## About

R. Seeger Wealth Management formed in 2010 when Richard T. Seeger — a Manhattan College MBA and former FINRA license-holder — set up a Lindenhurst, NY-based registered investment adviser. Seeger had become a CERTIFIED FINANCIAL PLANNER™ in 2009 and chose a fee-only model from day one, serving clients along the corridor from New York to Florida. The firm operates as a solo-practitioner shop with no outside institutional affiliation. The practice spans retirement services, trust services, estate planning, and next-generation wealth education. Portfolios are built through direct advisory relationships rather than pooled vehicles or co-investment clubs. While the firm does not disclose an AUM figure, its fiduciary posture and written disclosure align with a mass-affluent and high-net-worth client base. Geographic coverage concentrates on New York and Florida, where clients are subject to SEC registration filings that document Seeger’s individual registration history. Richard Seeger remains the sole named principal, supported by his active membership in the Financial Planning Association of Long Island and the Knights of Columbus. He holds an MBA in Finance from Manhattan College and previously worked in downtown Manhattan at the World Financial Center, carrying Series 7, 63, and 66 licenses before transitioning to an advisory fiduciary role. The firm has not announced adjacent vehicles, philanthropic foundations, or external capital-raising events. The shop’s structural distinction lies in its single-adviser architecture: clients get Richard Seeger, not a team. That model makes succession the long-term governance question, and Seeger’s personal fiduciary standard — not fund performance — the operative metric by which allocators would measure resilience.

## Sectors

- Wealth Management
- Retirement Planning
- Estate Planning

## People

- Richard T. Seeger — Founder

## Questions

### Who runs investment decisions at R. Seeger Wealth Management?

Richard T. Seeger, the founder and sole named principal, runs all investment and planning decisions. He earned his CFP® designation in 2009 and structured the firm as a fee-only fiduciary. There is no investment committee; Seeger serves clients directly from the Lindenhurst, NY office.

### How does R. Seeger Wealth Management charge for its services?

The firm operates under a fee-only model, meaning it does not accept commissions, referral fees, or product-based compensation. Its ADV filing with the SEC details the advisory fees, which are the sole source of compensation for the firm.

### What investment vehicles does the firm use for clients?

R. Seeger Wealth Management provides discretionary portfolio management through individual separately managed accounts. The firm does not disclose offering any proprietary funds, pooled vehicles, or co-investment structures. Account types include individual, joint, trust, and retirement accounts.

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Last updated: 2026-07-08T22:21:45.299Z

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