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Adam James Tasse

Seaport Wealth Management

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About Adam James Tasse

Adam Tasse is an investment advisor representative for Seaport Wealth Management. Adam has been in the financial industry for over 20 years, previously working with Newbridge Securities Corporation, LINSCO/PRIVATE LEDGER CORP., A. G. EDWARDS & SONS, INC. and NEW ENGLAND SECURITIES. Adam is currently registered with the state of California. Adam specializes in investment advice for individuals.

Firm Information

Adam Tasse is currently registered with Seaport Wealth Management. Seaport Wealth Management is an investment advisor with 2 investment adviser representatives. It manages $3.50 million in regulatory assets for 26 individuals other than high-net-worth individuals. The firm provides portfolio management for individuals and selection of other advisers.

$3.50M

Assets Under Management

Not reported

Total Clients

2

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Adam Tasse’s Registration & Firm History

AZ

07/12/2023 - Present

Seaport Wealth Management (Scottdale AZ)

CA

11/28/2007 - 03/13/2023

NEWBRIDGE SECURITIES CORPORATION (SAN DIEGO CA)

CA

04/06/2004 - 06/06/2006

LINSCO/PRIVATE LEDGER CORP. (SAN DIEGO CA)

MO

11/11/2002 - 03/25/2004

A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)

NY

05/13/2002 - 11/07/2002

NEW ENGLAND SECURITIES (NEW YORK NY)

OH

05/09/2000 - 01/31/2002

MCDONALD INVESTMENTS INC. (CLEVELAND OH)

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Licenses & Designations

BOTH

Issued 03/15/2022

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/07/2001

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/25/2004

Series 31 - Futures Managed Funds Examination

BC

Issued 05/08/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Adam James Tasse.
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