Seth Varnhagen has been an investment adviser representative at Fifth Set Private Wealth Management since June 2021, and is not listed among the firm’s executive officers or direct owners.
Fifth Set Private Wealth Management LLC is a firm with $160M under management, 63 clients and 3 advisers across 3 offices, as of its February 2026 filing.
Seth Varnhagen’s longest registration was 10 years at North Castle Advisors, LLC (2006–2016). Before joining Fifth Set Private Wealth Management in 2021, Seth Varnhagen was registered through North Castle Advisors, LLC.
- – present · 5 yearsHarrison, NY · Adviser representative · Firm CRD 159118
- North Castle Advisors, LLC– · under a yearDobbs Ferry, NY · Adviser representative · Firm CRD 131182
- North Castle Advisors, LLC– · 10 yearsDobbs Ferry, NY · Adviser representative · Firm CRD 131182
Investment adviser representative registrations
Seth Varnhagen is registered as an investment adviser representative in New York, since June 2021.
- New YorkSince 9 June 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 15 February 2004 |
| Series 24 | General Securities Principal Examination | 17 November 1998 |
| Series 66 | Uniform Combined State Law Examination | 14 October 1998 |
| Series 7 | General Securities Representative Examination | 25 September 1998 |
| Series 63 | Uniform Securities Agent State Law Examination | 22 June 1992 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- General Securities Principal Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Full name
- Seth Jay Varnhagen
- CRD
- 2235276
- Firm
- Fifth Set Private Wealth Management · CRD 159118
- Office
- 600 Mamaroneck Avenue, Harrison, NY 10528
- Registration
- Investment adviser registration
- In the industry since
- July 2010
- Disciplinary history
- Not yet shown here · SEC record
Where does Seth Varnhagen work?
Seth Varnhagen is an investment adviser representative registered through Fifth Set Private Wealth Management LLC since June 2021, and is not listed among the firm’s executive officers or direct owners.
Is Seth Varnhagen a financial advisor?
Yes. Seth Varnhagen has a current investment-adviser registration in New York, through Fifth Set Private Wealth Management since June 2021.
How many years of experience does Seth Varnhagen have?
Seth Varnhagen has 16 years in the financial industry, since July 2010, across 2 adviser firms.
What exams has Seth Varnhagen passed?
Seth Varnhagen has passed 5 licensing exams: the Series 63, Series 7, Series 66, Series 24 and Series 65. The earliest, the Series 63, was passed in June 1992.
Where did Seth Varnhagen work before Fifth Set Private Wealth Management?
Before Fifth Set Private Wealth Management, Seth Varnhagen was registered through North Castle Advisors, LLC, February 2006 to December 2016.
Where is Seth Varnhagen based?
Seth Varnhagen’s registered office is in Harrison, NY.
Is Seth Varnhagen registered with FINRA?
No. Seth Varnhagen has no current broker registration.
How can I verify Seth Varnhagen’s record?
Search CRD 2235276 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Seth Varnhagen’s full registration record.
