DBA SEASIDE FINANCIAL & INSURANCE SERVICES
SEC RegisteredYour goals are our goals.
About the firm
Seaside Advisory Services DBA Seaside Financial & Insurance Services provides comprehensive investment advisory, estate, and financial planning services to individuals, families, and businesses. Founded in 1994 by Anne-Marie Maxe and acquired in 2016 by Shawn Orser, it is an independent Registered Investment Adviser dedicated to providing personalized financial guidance.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Investment advisory, estate and financial planning, portfolio management, tax and estate strategies, and employee benefits
Who they serve
Individuals, families, and businesses
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 113 | $25M |
| High Net Worth Individuals | 24 | $56M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 0 | $0 |
| State/Municipal Entities | 0 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
4 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| Under $250,000 | 1.25% |
| $250,001 to $1,000,000 | 1.00% |
| $1,000,001 to $3,000,000 | 0.90% |
| $3,000,001 or more | 0.75% |
Data as of April 8, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. DBA SEASIDE FINANCIAL & INSURANCE SERVICES has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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