LPL Financial
47yrs
Top advisor by experience in Winter Park
New
Steven Seager
Full name on record: Steven Michael Seager
Financial advisor at 55 North Private Wealth
Steven Seager is a financial advisor in Winter Park, Florida, registered since Jan 2026. Steven joined 55 North Private Wealth in 2026, a firm offering financial planning, investment management, and retirement plan consulting. Steven holds the CFA designation.
At a glance
ExperienceNew to the profession (since Jan 2026)
How that compares ?New to the profession
Office268 W New England Avenue, Winter Park, FL 32789
How the firm is paid ?Percent of assets
Typical client at the firm ?$3.56 million
Advisors at the firm7
States licensed ?1 state
Services through 55 North Private Wealth
Financial planningInvestment management for individuals and small businessesRetirement plan consultingChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFA
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
None listed.
Career
- Jan 2026 – now55 North Private WealthCurrent firm
Contact Steven
(407) 960-476955 North Private Wealth main office 268 W New England AvenueWinter Park, FL 32789Office · Get directions Firm websitewww.55northprivatewealth.com
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Questions to ask Steven
Tailored to Steven’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Steven
How do I contact Steven?
Call 55 North Private Wealth at (407) 960-4769 and ask for Steven Seager. Steven works from the Winter Park, FL office.
How long has Steven been a financial advisor?
Steven is new to the profession, registered since Jan 2026, and holds 0 licenses.
What licenses does Steven hold?
No exams are listed on the official record.
Is Steven a fiduciary?
Steven is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Steven paid?
55 North Private Wealth reports being paid by a percentage of the assets they manage. Ask Steven for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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