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Scott Bruce Seidman

The Retirement Planning Company Of New England, Inc.

Warwick, RI

CRD 1247353

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Employer firm

The Retirement Planning Company Of New England, Inc. CRD 108705

$394M regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Portfolio management (institutions)

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

Current Employers
The Retirement Planning Company Of New England, Inc.

1287 Post Road, Warwick, RI 02888 • United States

Current Registrations

AuthorityCategoryStatusDate
RI RA APP_PEND_IARCE 2026-01-01
TX RA APPROVED_RES 2024-05-14
  • RI RA
    APP_PEND_IARCE
    Since 2026-01-01
  • TX RA
    APPROVED_RES
    Since 2024-05-14

Branch Locations

1287 Post Road, Warwick, RI 02888 • United States

Disclosures

3 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action Yes
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination Yes
Employment History
OrganizationCityStateFromTo
Seidman Investment Advisors, Llc Needham MA 01/2004 Present
The Retirement Planning Co Of Ne Wariwick RI 03/2013 Present
  • 01/2004 → Present
    Seidman Investment Advisors, Llc
    Needham, MA
  • 03/2013 → Present
    The Retirement Planning Co Of Ne
    Wariwick, RI
Previous Registrations
  • 2004-07-14 → 2013-12-12
    Seidman Investment Advisors, Llc
    Chestnut Hill, MA
    Dover, MA
    Needham, MA
  • 2002-09-19 → 2002-10-24
    Boston, MA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2004-02-17
S63 Uniform Securities Agent State Law Examination 1984-05-10
  • S65 Uniform Investment Adviser Law Examination
    2004-02-17
  • S63 Uniform Securities Agent State Law Examination
    1984-05-10

View on SEC IAPD

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