SEB Financial Services, LLC

RIAState Registered
Total AUM
—
Avg account
$0
Accounts
0
Employees
3
Advisory reps
3

Firm details

Headquarters
Worcester, Massachusetts
CRD number
140881
Fee structure
Other

Firm profile

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 3
  • Joseph Stolberg

    Managing PartnerCRD 5152887

  • Keith Blanchette

    OwnerCRD 5152892

  • Marc Vanderbaan

    PartnerCRD 5547362

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth