SEB Financial Services, LLC
Firm details
- Headquarters
- Worcester, Massachusetts
- CRD number
- 140881
- Website
- sebgroup.com
- Fee structure
- Other
Firm profile
FINTRXOverview
SEB Financial Services, LLC is an individually owned limited liability company operating as an independent registered investment adviser. The firm indicates it does not act as a capital allocator and does not position itself as an active ESG investor. Its stated fee structure is categorized as "other," implying non-standard or customized fee arrangements rather than a simple asset-based or commission model. The adviser is not described as a multi-state or newly formed practice, and it does not identify pension consulting or related-adviser activity among its roles. The firm lists an industry affiliation with accountants, suggesting collaboration or referral relationships with accounting professionals as part of its client service model. Beyond these structural and affiliation notes, the source data does not provide detail on client segments, advisory services, or investment approach.
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 3Joseph Stolberg
Managing PartnerCRD 5152887
Keith Blanchette
OwnerCRD 5152892
Marc Vanderbaan
PartnerCRD 5547362
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Worcester, MA
Worcester
Location
Worcester, MA
Headquartered in Worcester, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- Worcester
- Address
- 41 Elm St
- Time zone
- ET (UTC-5)
- Office locations
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