Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Seth? Claim Your ProfileSeth Tutlis is an Investment Advisor Representative at Seneca Wealth Advisors, LLC located in Westport, CT. Seth has been in the financial services industry for over 22 years. Seth holds a Series 3, Series 7, and Series 63 license. Seth is a Chartered Financial Analyst and specializes in providing financial planning and portfolio management services to individuals. In addition to his work at Seneca Wealth Advisors, LLC, Seth is also Chairman of Seneca Financial Partners, LLC, an accounting firm.
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.
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.
1
2
CT
08/02/2024 - Present
Seneca Wealth Advisors, LLC (WESTPORT CT)
NY
01/07/2003 - 08/20/2004
SIDOTI & COMPANY, LLC (NEW YORK NY)
NY
12/07/2000 - 01/29/2003
SANFORD C. BERNSTEIN & CO., LLC (NEW YORK NY)
NY
09/01/2000 - 12/07/2000
SANFORD C. BERNSTEIN & CO., INC. (NEW YORK NY)
BC
Issued 08/09/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/02/2001
Series 3 - National Commodity Futures Examination
BC
Issued 08/17/2000
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Seth Tutlis is the right advisor for you? Invested Better is here to help.
