David Weikert

Employer firm

Seia CRD 108163

$22.5B regulatory AUM 114 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2012 → 12/2020
  Mercap Securities, Llc
  Paoli, PA
• 10/1998 → Present
  Market Street Financial Advisors, Llc
  Bethlehem, PA
• 07/2015 → 12/2020
  Mercap Advisors, Inc.
  Paoli, PA
• 05/2014 → Present
  American Philanthropic Advisors, Llc
  Bethlehem, PA
• 12/2020 → 06/2024
  Cadaret, Grant & Co., Inc.
  Syracuse, NY
• 04/2021 → 06/2024
  Cedar Brook Financial
  Bethelehem, PA
• 06/2024 → Present
  Ses Llc
  Bethlehem, PA
• 06/2024 → Present
  Seia Llc
  Bethlehem, PA

Previous Registrations

• 2021-04-14 → 2024-07-01
  Cedar Brook Group
  Bethelehem, PA
  Cleveland, OH
• 2020-12-17 → 2024-06-17
  Cadaret, Grant & Co., Inc.
  Syracuse, NY
  Bethlehem, PA
  Syracuse, NY
  Syracuse, NY
  Syracuse, NY
• 2015-08-11 → 2020-12-18
  Mercap Advisors, Inc.
  Paoli, PA
• 2012-01-10 → 2016-01-05
  Merion Wealth Partners, Llc
  Paoli, PA
  Bethlehem, PA
• 2009-03-30 → 2012-01-10
  The Strategic Financial Alliance, Inc.
  Bethlehem, PA
  Atlanta, GA
  Palmer, PA
  Bethlehem, PA
  Bethlehem, PA
• 2004-02-24 → 2010-08-04
  Market Street Financial Advisors, Llc
  Bethlehem, PA

Other Businesses

1) CENTRAL MORAVIAN CHURCH POSITION: Investment Committee Member, NATURE: Church Charitable Organization, INVESTMENT RELATED: Yes, NUMBER OF HOURS: 1, SECURITIES TRADING HOURS: 0, START DATE: 12/1/2013 ADDRESS: BETHLEHEM, PA, United States DESCRIPTION: QUARTERLY COMMTTEE MEETINGS, No compensation. 2) Market Street Financial Advisors, LLC - Insurance producer POSITION: Director of Client Service, NATURE: Insurance sales & service (fixed & variable), INVESTMENT RELATED: Yes, NUMBER OF HOURS: 20, SECURITIES TRADING HOURS: 60, START DATE: 10-1-1998 ADDRESS: 14 West Market Street, Bethlehem PA, 18018, United States DESCRIPTION: Insurance sales and service consistent with financial planning. Market Street is for fixed insurance sales, I also offer variable life via SES LLC. 3) SEIA LLC POSITION: Partner, NATURE: RIA, INVESTMENT RELATED: Yes, NUMBER OF HOURS: 160, SECURITIES TRADING HOURS: 120, START DATE: 6-14-2024 ADDRESS: 14 West Market Street, Bethlehem PA, 18018, United States DESCRIPTION: RIA sales & service

Exams

• S63 Uniform Securities Agent State Law Examination
  1999-07-29

Designations

• Certified Financial Planner

Other Names

• David Andrew Weikert