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David T Seamans

Sargent Investment Group

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About David T Seamans

David 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.

Firm Information

David Seamans is currently registered with Sargent Investment Group. Sargent Investment Group is a registered investment advisor located in Bethesda, MD. The firm provides financial planning, portfolio management for individuals, pension consulting, and selection of other advisors to high-net-worth individuals, corporations, charitable organizations, and individuals other than high-net-worth clients. The firm manages over $1.1 billion in assets and has over 10 investment advisor representatives.
Sargent Investment Group

4920 ELM STREET

BETHESDA, MD 20814

$1.15B

Assets Under Management

Not reported

Total Clients

9

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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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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David Seamans’s Registration & Firm History

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)

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Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for David T Seamans.
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