user avatar

Edvard Jorgensen

Advisor at Seahorse Financial Advisers Inc.

Updated today
Seahorse Financial Advisers Inc. logo

Firm

Seahorse Financial Advisers Inc.

Location

Millbrook, NY 12545

Credentials

Series 65

Industry experience

29 years

Client services

Portfolio management

Fee options

Percentage

$0 - $1,650,000: 0.95% annually $1,650,000 - $7,650,000: 0.45% annually $7,650,000 - $15,150,000: 0.40% annually $15,150,000 - $25,000,000: 0.35% annually $25,000,000+: 0.30% annually

Project-based

$995 per hour for investment planning advice in addition to regular management.

Other

Account minimum: $1,000,000 Fee-only: Fee paid directly by client; no commissions or product sales charges; fees negotiated and discounted for long-standing clients.

Work history

Seahorse Financial Advisers Inc.

1993 - Present (33 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Cathleen T

CFP®

Rhinebeck, NY

Moonbridge Financial Design, LLC

I work with women who feel unseen by traditional financial service providers, and are tired of being talked at instead of spoken to. This includes women breadwinners, who want to be sure they're doing all they can with their money to secure the future; and women who feel like they should be able to create a financial plan but aren't sure where to start. Outside of financial planning, I serve on the board of a non-profit affordable housing network in the metro New York area, am active in my local Rotary Club, and am slowly learning how to build a garden that is friendly to pollinators and unappealing to rabbits. My journey has included life and work in India, Vietnam and other places, an MBA from Cornell University, several years on a trading floor right out of college and stops along the way that contribute to the life experience that I bring to each of you.

Women Professionals Single Women Women's Finance Gen X (Born 1965-1980)
user avatar

Lambros V

Series 63, Series 65

Poughkeepsie, NY

Merrill

Lambros Violaris is a Senior Financial Advisor with Merrill Lynch Wealth Management, bringing 30 years of experience in assisting individuals and institutions with wealth management and income generation. His client focus areas include college education planning, divorce transition planning, executive compensation, institutional investment consulting, personal retirement planning, portfolio management services, women and wealth, sports and entertainment, individual and corporate investment strategy, and retirement income. He holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from Bob Jones University. Outside of his professional work, Lambros enjoys adventure sports, baseball, biking, chess, drawing and sketching, hiking, spending time with his family, traveling, and watching movies.

College savings (529s, UTMA, etc.) Divorce financial planning Exec comp design Retirement income strategy Active portfolio management Women's Finance

George D

Series 63, Series 65

Poughkeepsie, NY

Merrill

George Decker is a Senior Financial Advisor and Assistant Vice President at Merrill Lynch Wealth Management. He joined Merrill in 2021, bringing over 45 years of experience in the financial industry. In his role, George focuses on developing personalized wealth management strategies tailored to each client's individual financial goals and circumstances. George holds a Bachelor's Degree in Business Administration from Marist College in Poughkeepsie, New York, and holds the Personal Investment Advisor (PIA) designation. His extensive experience and education support his ability to assist clients in navigating today's dynamic market conditions. Beyond his professional commitments, George is active in community service. He serves on the Board of Directors for Angels of Light and has previously served on boards for Lucky Orphans Horse Rescue, Hope on a Mission, and New Horizons Resources. He lives in Millbrook, New York, with his wife Lori and is a father of six children and grandfather to ten grandchildren.

Wealth management

Chelsea H

Series 63, Series 66

Poughkeepsie, NY

Edward Jones

Wealth management Business ownership considerations Founder/Business Owner

Jordyn B

Series 66

Poughkeepsie, NY

Merrill

Jordyn Beesmer is a Financial Advisor with Merrill Lynch Wealth Management. She works to help clients pursue their financial goals through personalized wealth management strategies that consider clients' life priorities and aspirations. Jordyn provides access to Merrill’s investment insights and Bank of America’s banking and lending solutions to create flexible strategies suited to evolving market conditions. Jordyn holds a Bachelor's Degree in Molecular and Cellular Biology from Boston University, where she also played Division 1 field hockey for five seasons. Prior to her career in finance, she spent more than three years working in the biotechnology sector. Jordyn’s background as a student-athlete and quality control lab analyst supports her approach to helping clients grow and protect their wealth. She holds the Personal Investment Advisor (PIA) professional designation. Jordyn is committed to community involvement and volunteers with local organizations. Her personal interests include cooking, hiking, reading, running, skiing, tennis, and spending time with her family.

Wealth management College savings (529s, UTMA, etc.) General estate planning guidance Retirement income strategy General retirement planning Women Professionals

Patrick S

Series 66

Poughquag, NY

Edward Jones

College savings (529s, UTMA, etc.) Retirement income strategy Retirement withdrawal strategies Business ownership considerations General estate planning guidance Founder/Business Owner
Warmer team member

Not sure where to start?

We'll help you think it through – whether you ultimately need an advisor or not.

Call (201) 292-4557

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")