David Descalzi has been an investment adviser representative at SeaBridge Investment Advisors since July 2003, and is not listed among the firm’s executive officers or direct owners.
Seabridge Investment Advisors LLC is a Summit, NJ firm with $771M under management, 201 clients and 11 advisers across 2 offices, as of its June 2026 filing.
David Descalzi’s longest registration is the current one, 23 years at SeaBridge Investment Advisors since 2003.
- J.W. Childs Asia Equities, LTD– · 1 yearSummit, NJ · Adviser representative · Firm CRD 162109
- – present · 23 yearsAdviser representative · Firm CRD 108681
Investment adviser representative registrations
David Descalzi is registered as an investment adviser representative in 4 states, as a resident of Texas. The first approvals date from July 2003; the most recent is Georgia, in June 2020.
- FloridaSince 6 March 2020
- GeorgiaSince 18 June 2020
- New JerseySince 25 July 2003
- TexasResidentSince 9 May 2006
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 23 July 2003 |
| Series 63 | Uniform Securities Agent State Law Examination | 1 December 2000 |
| Series 7 | General Securities Representative Examination | 15 September 1984 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- David Charles Descalzi
- CRD
- 1298204
- Firm
- SeaBridge Investment Advisors · CRD 108681
- Registration
- Investment adviser registration
- In the industry since
- July 2003
- Disciplinary history
- Not yet shown here · SEC record
Where does David Descalzi work?
David Descalzi is an investment adviser representative registered through Seabridge Investment Advisors LLC since July 2003, and is not listed among the firm’s executive officers or direct owners.
Is David Descalzi a financial advisor?
Yes. David Descalzi has a current investment-adviser registration in Florida, Georgia, New Jersey and Texas, through SeaBridge Investment Advisors since July 2003.
How many years of experience does David Descalzi have?
David Descalzi has 23 years in the financial industry, since July 2003, across 2 adviser firms.
What exams has David Descalzi passed?
David Descalzi has passed 3 licensing exams: the Series 7, Series 63 and Series 65. The earliest, the Series 7, was passed in September 1984.
Is David Descalzi registered with FINRA?
No. David Descalzi has no current broker registration.
How can I verify David Descalzi’s record?
Search CRD 1298204 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes David Descalzi’s full registration record.
