Larry Seiden, MBA, CFP®, ChFC®, CLU®, CASL®, RICP®, CAP®, AEP®SENIOR WEALTH MANAGER
Larry specializes in investment advice and portfolio management for individuals and businesses. He provides comprehensive Financial Planning services including advice on insurance, retirement planning, education planning, estate planning, tax planning and executive compensation. With many years of experience Larry has served in various roles on both the individual and institutional sides of the business with JPMorgan Chase, Union Bank of Switzerland, ThomsonReuters and MetLife. He joined United Capital, LLC in 2015 through the acquisition of the Wealth Management assets of his prior employer, PSA Financial.
Larry’s deep passion for education led to a Master of Business Administration degree with a Finance concentration from the University of Delaware and a Bachelor of Science in Business degree with Finance and Economics majors from Virginia Tech. He also holds The CFP® Certification, The NAEPC Accredited Estate Planner® Designation, along with five additional financial planning designations through The American College of Financial Services. Larry maintains the Series 7, 52, 66, 24, 53, 4 and 99 securities registrations along with various Maryland Insurance Administration insurance licenses.
Larry is a member of the Baltimore Estate Planning Council and the Society of Financial Service Professionals and enjoys being part of various community outreach organizations. In his spare time he teaches Financial Planning at Towson University and enjoys traveling, golfing, hiking and reading about the financial markets and world history.
Registered Representative of and offering securities through Cetera Advisor Networks LLC (“Cetera”), member FINRA/SIPC. Investment Advisory services offered through United Capital Financial Advisers, LLC (“United Capital”), an investment adviser registered with the SEC, and an affiliate of Goldman Sachs & Co. LLC and subsidiaries of The Goldman Sachs Group, Inc., a worldwide, full-service investment banking, broker-dealer, asset management and financial services organization. United Capital does not provide legal, tax or accounting advice. Clients should obtain their own independent legal, tax or accounting advice based on their particular circumstances. Cetera is under separate ownership from any other named entity.