Jeffrey A. Seitz

Current Employers

Employment History

• 01/2013 → 06/2018
  American Portfolios Financial Services, Inc.
  Hauppauge, NY
• 01/2013 → 06/2018
  Nestegg Advisors, Inc.
  Hauppauage, NY
• 06/2018 → 09/2020
  Ameriprise Financial Services, Inc.
  Plainview, NY
• 09/2020 → 02/2021
  Purshe Kaplan Sterling Investments
  Plainview, NY
• 09/2020 → 02/2021
  Thrivent Advisor Network D/B/A Louis C. Ciliberti & Associate
  Plainview, NY
• 02/2021 → 06/2023
  The Vanguard Group, Inc
  Malvern, PA
• 06/2023 → 07/2024
  Facet
  Baltimore, MD
• 08/2024 → Present
  Fidelity Investments
  Roslyn, NY
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2024-09-19 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Roslyn, NY
• 2023-06-21 → 2024-08-01
  Facet
  West Palm Beach, FL
  Melville, NY
• 2021-03-15 → 2023-06-21
  Vanguard Advisers, Inc.
  Malvern, PA
• 2018-10-05 → 2020-09-11
  Ameriprise Financial Services, Llc
  Plainview, NY
• 2013-01-10 → 2018-06-15
  American Portfolios Advisors, Inc
  Holbrook, NY
• 2011-01-10 → 2012-07-27
  Advisors Asset Management, Inc.
  Melville, NY
• 2010-08-03 → 2011-01-12
  Td Ameritrade, Inc.
  Fort Worth, TX
  Jersey City, NJ
• 2010-08-03 → 2011-01-12
  Td Ameritrade Investment Management, Llc
  Jersey City, NJ
• 2006-03-14 → 2010-06-11
  Advisors Asset Management, Inc.
  Melville, NY
• 2004-02-24 → 2004-06-02
  Bny Mellon Securities Corporation
  New York, NY

Exams

• S65 Uniform Investment Adviser Law Examination
  2000-09-07
• S63 Uniform Securities Agent State Law Examination
  1996-10-28

Designations

Other Names

• Jeffrey A Seitz
• Jeffrey Alan Seitz
• Jeffrey Seitz
• Jeffrey A. Seitz