ChooseAFinancialAdvisor.com
Advisors / New York / New York City
34yrs

Theodore Paul Weisberg

Financial advisor at Seaport Asset Management

New York City, NY 10004Top 7% by experience in New York CityFiduciary advisor
Call the officeDirections

At a glance

Experience34 years (since 1992)
How that compares ?Top 7% by experience in New York City
Office60 Broad Street, New York City, NY 10004
How the firm is paid ?Percent of assets, Flat fee
States licensed ?1 state

Services through Seaport Asset Management

Investment management for individuals and small businessesManaging private fundsInvestment management for businesses and institutionsChoosing other investment managers

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Uniform Securities Agent State Law Examination
Uniform Investment Adviser Law Examination

Career

  1. 2023 – now
    Seaport Asset Management, LLCCurrent firm
  2. Mar 2022 – Dec 2022
    Seaport Asset Management, LLCPreviously

Questions to ask Theodore

Tailored to Theodore’s registration and firm.

  1. What's your succession plan, and who would work with me if you retire?
  2. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  3. Where would my money be held, and will I get statements directly from that firm?
  4. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

Sign in to keep private notes, score your first meeting, and track this advisor alongside others.

About Theodore

How do I contact Theodore?

Call Seaport Asset Management at 212 847 2458 and ask for Theodore Paul Weisberg. Theodore works from the New York City, NY office.

How long has Theodore been a financial advisor?

Theodore has been in the industry since 1992, about 34 years. Top 7% by experience in New York City.

What licenses does Theodore hold?

Series 63, Series 65. Tap any license on this page to see what it allows.

Is Theodore a fiduciary?

Theodore is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Theodore paid?

Seaport Asset Management reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask Theodore for your total yearly cost in dollars.

Official record as of October 2, 2026.

This profile is for information only and is not financial advice or a recommendation.

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