Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid T. Seamans is a financial advisor with Sargent Investment Group, LLC, based in Bethesda, Maryland. David has been in the industry since 2012 and holds Series 7, 63, 66, and SIE licenses. David specializes in providing financial planning and portfolio management services for individuals, high-net-worth individuals, charitable organizations, and corporations or other businesses. Previously, David worked at William Blair in Charlotte, North Carolina, Greenhill & Co., LLC in New York, New York, and Merrill Lynch, Pierce, Fenner & Smith Incorporated in Charleston, South Carolina. David is also a Certified Financial Planner.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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MD
06/10/2024 - Present
Sargent Investment Group (BETHESDA MD)
NC
05/25/2022 - 05/29/2024
WILLIAM BLAIR (CHARLOTTE NC)
NY
07/17/2020 - 05/20/2022
GREENHILL & CO., LLC (NEW YORK NY)
SC
10/19/2012 - 05/03/2016
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHARLESTON SC)
BC
Issued 07/07/2020
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 11/26/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/17/2020
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 06/26/2020
SIE - Securities Industry Essentials Examination
BC
Issued 10/18/2012
Series 7 - General Securities Representative Examination
Active
Inactive
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