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Seton McAndrews

Assembly Wealth

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About Seton McAndrews

Seton McAndrews is an Investment Advisor Representative with Assembly Wealth. Seton has been working in the financial services industry since 2005 and is registered with the state of California. Seton has a Series 66, Series 7, Series 31, and SIE licenses. They are also a Certified Financial Planner. Seton has experience in various financial services roles and has a strong understanding of the financial markets. Seton specializes in providing financial planning services, portfolio management services for individuals, and selection of other advisors.

Firm Information

Seton McAndrews is currently registered with Assembly Wealth. Assembly Wealth is a registered investment advisor located in Mill Valley, CA. They provide financial planning and portfolio management services to high-net-worth individuals and other individuals. The firm manages approximately $368,984,168 in regulatory assets for 615 accounts. Assembly Wealth also participates in wrap fee programs.
Assembly Wealth

319 MILLER AVENUE

MILL VALLEY, CA 94941

$368.98M

Assets Under Management

Not reported

Total Clients

7

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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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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Seton McAndrews’s Registration & Firm History

CA

07/12/2012 - Present

Assembly Wealth (MILL VALLEY CA)

CA

10/05/2010 - 08/31/2016

PROSPERA FINANCIAL SERVICES, INC. (SAN FRANCISCO CA)

NY

06/29/2006 - 03/23/2010

ICON SECURITIES CORP. (NEW YORK NY)

NY

09/02/2005 - 06/01/2006

MORGAN STANLEY DW INC. (PURCHASE NY)

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Licenses & Designations

BOTH

Issued 10/24/2005

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/31/2016

SIE - Securities Industry Essentials Examination

BC

Issued 09/22/2005

Series 31 - Futures Managed Funds Examination

BC

Issued 09/01/2005

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Seton McAndrews.
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