Paul Seizert has been Managing Partner of Heron Bay Capital Management since November 2019, is a control person of the firm and directly owns between 50% and 75% of it.
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.
Paul Seizert’s longest registration is the current one, 6 years at Heron Bay Capital Management since 2019. Before joining Heron Bay Capital Management in 2019, Paul Seizert was registered through Seizert Capital Partners.
- Heron Bay Capital ManagementCurrent– present · 6 yearsBloomfield Hills, MI · Adviser representative · Firm CRD 305537
- Seizert Capital Partners– · 5 yearsBirmingham, MI · Adviser representative · Firm CRD 108954
Investment adviser representative registrations
Paul Seizert is registered as an investment adviser representative in Michigan, since November 2019.
- MichiganSince 12 November 2019
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 29 August 2014 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Paul Clark Seizert
- CRD
- 6377659
- Firm
- Heron Bay Capital Management · CRD 305537
- Role
- Managing Partner
- Office
- Bloomfield Hills, MI
- Registration
- Investment adviser registration
- In the industry since
- September 2014
- Disciplinary history
- Not yet shown here · SEC record
Where does Paul Seizert work?
Paul Seizert has been Managing Partner of Heron Bay Capital Management, LLC since November 2019, and is a control person of the firm.
Is Paul Seizert a financial advisor?
Yes. Paul Seizert has a current investment-adviser registration in Michigan, through Heron Bay Capital Management since November 2019.
How many years of experience does Paul Seizert have?
Paul Seizert has 12 years in the financial industry, since September 2014, across 2 adviser firms.
What exams has Paul Seizert passed?
Paul Seizert passed the Series 65 in August 2014.
Where did Paul Seizert work before Heron Bay Capital Management?
Before Heron Bay Capital Management, Paul Seizert was registered through Seizert Capital Partners, September 2014 to November 2019.
Where is Paul Seizert based?
Paul Seizert’s registered office is in Bloomfield Hills, MI.
Is Paul Seizert registered with FINRA?
No. Paul Seizert has no current broker registration.
How can I verify Paul Seizert’s record?
Search CRD 6377659 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Paul Seizert’s full registration record.
