NivaLet’s talk

Gerald Seizert

Chairman at Heron Bay Capital Management in Bloomfield Hills, MI

Investment adviser registrationUpdated

Gerald Seizert is Chairman of Heron Bay Capital Management, LLC, an investment adviser managing $644M, and works from its Bloomfield Hills, MI office. Gerald Seizert has been registered as an investment adviser representative through Heron Bay Capital Management since 12 November 2019, has 15 years in the industry across 2 firms and has passed the Series 65.

15
Years in industry
6
Years at firm
2
Adviser firms
1
States registered

From the IAPD record, checked 22 October 2026SEC record

Career

Gerald Seizert has been Chairman of Heron Bay Capital Management since March 2019, is not listed as a control person, but directly owns between 10% and 25% of the firm.

Heron Bay Capital Management, LLC is a Bloomfield Hills, MI firm with $644M under management, 127 clients and 5 advisers in one office, as of its September 2026 filing.

Gerald Seizert’s longest registration was 9 years at Seizert Capital Partners (2010–2020). Before joining Heron Bay Capital Management in 2019, Gerald Seizert was registered through Seizert Capital Partners.

  1. Heron Bay Capital ManagementCurrent
    – present · 6 years
    Bloomfield Hills, MI · Adviser representative · Firm CRD 305537
  2. Seizert Capital Partners
    – · 9 years
    Birmingham, MI · Adviser representative · Firm CRD 108954

Credentials and registrations

Investment adviser representative registrations

Gerald Seizert is registered as an investment adviser representative in Michigan, since November 2019.

  • MichiganSince 12 November 2019

Examinations

Series 658 March 1996
Name
Uniform Investment Adviser Law Examination

Key facts

Full name
Gerald Lee Seizert
CRD
2107061
Firm
Heron Bay Capital Management · CRD 305537
Role
Chairman
Office
Bloomfield Hills, MI
Registration
Investment adviser registration
In the industry since
October 2010
Disciplinary history
Not yet shown here · SEC record

Common questions

Where does Gerald Seizert work?

Gerald Seizert has been Chairman of Heron Bay Capital Management, LLC since March 2019.

Source: Form ADV, Schedule A, filed 21 September 2026

Is Gerald Seizert a financial advisor?

Yes. Gerald Seizert has a current investment-adviser registration in Michigan, through Heron Bay Capital Management since November 2019.

Source: IAPD individual record, checked 22 October 2026

How many years of experience does Gerald Seizert have?

Gerald Seizert has 15 years in the financial industry, since October 2010, across 2 adviser firms.

Source: IAPD individual record, checked 22 October 2026

What exams has Gerald Seizert passed?

Gerald Seizert passed the Series 65 in March 1996.

Source: IAPD individual record, checked 22 October 2026

Where is Gerald Seizert based?

Gerald Seizert’s registered office is in Bloomfield Hills, MI.

Source: IAPD individual record, checked 22 October 2026

Is Gerald Seizert registered with FINRA?

No. Gerald Seizert has no current broker registration.

Source: IAPD individual record, checked 22 October 2026

How can I verify Gerald Seizert’s record?

Search CRD 2107061 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Gerald Seizert’s full registration record.

Source: IAPD individual record, checked 22 October 2026

Leadership at Heron Bay Capital Management

Sources

  1. IAPD individual record, CRD 2107061, checked 22 October 2026. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of Heron Bay Capital Management, LLC, filed 21 September 2026. Title, control and ownership bands.
Report a correction