Seacoast Wealth Management / Seacoast Investment Services (offering fiduciary investment advisory services through SEC-registered LPL Financial LLC, CRD #6413, SEC File #801-10970, alongside Seacoast National Bank's Treasure Coast Fiduciary Trust & Estate Division) is a premier retirement wealth and fiduciary trust practice located on SW St. Lucie West Boulevard in Port St. Lucie, Florida. Anchored locally by Private Advisor and Senior Vice President Louis Capezza (CRD #3050091, advising Florida retirees for over 25 years), the practice serves seniors across St. Lucie West, PGA Village, Lake Forest, Cascades, and Tradition with fiduciary portfolio management, corporate trustee and estate administration, Florida Homestead and snowbird domicile transitions, and tax-efficient retirement distribution planning.
Official Verification Sources: SEC Investment Adviser Public Disclosure (LPL Financial LLC); SEC IAPD Individual Profile — Louis Capezza (CRD #3050091); Seacoast Wealth Management Official Website
Issuer: Securities and Exchange Commission (SEC) / OCC Fiduciary Trust
Notes: SEC File #801-10970; fiduciary advisory services offered through LPL Financial LLC (CRD #6413) and corporate trust fiduciary services through Seacoast National Bank at 1100 SW St. Lucie West Blvd, Suite 101, Port St. Lucie, FL 34986.
Issuer: SEC / FINRA
Notes: Led in St. Lucie West by Private Advisor and Senior Vice President Louis Capezza (CRD #3050091), registered in Florida since 1998.
Factual details and direct answers about Seacoast Wealth Management / Seacoast Investment Services's services, licensing, and credentials.
Who leads Seacoast Investment Services at the St. Lucie West office in Port St. Lucie?
Private Advisor and Senior Vice President Louis Capezza (CRD #3050091) leads advisory services at the 1100 SW St. Lucie West Boulevard office, providing fiduciary investment management through SEC-registered LPL Financial LLC (CRD #6413, SEC File #801-10970) in coordination with Seacoast National Bank's Treasure Coast wealth and trust specialists.
Does Seacoast Wealth Management offer corporate fiduciary trust and estate services for St. Lucie County seniors?
Yes. Founded on the Treasure Coast in 1926, Seacoast pairs fiduciary investment planning with corporate trustee administration, revocable living trust management, estate settlement, and survivor cash-flow support for retirees in PGA Village, St. Lucie West, and Tradition.
Where is Seacoast's St. Lucie West wealth management office located?
The office is located at 1100 SW St. Lucie West Boulevard, Suite 101, Port St. Lucie, Florida 34986, just east of I-95 Exit 121.
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Disclaimer: This directory listing is for informational purposes only. Florida Senior Support does not endorse or guarantee the quality of services. Please verify information and services directly with the organization.