Robert Seiden (CRD# 5820671) is an Investment Advisor Representative working at Stonebridge Financial Group, LLC in Wormleysburg, PA and has over 12 years of experience in the finance industry.
CRD# 5813419
Cambridge Investment Research Advisors, Inc.
CRD# 3113314
Ameriprise Financial Services, LLC
CRD# 4573
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Stonebridge Financial Group, LLC | Wormleysburg, PA | Jan 2024 - Current | < 1 |
| Whitecliff Wealth Management | Doylestown, PA | Dec 2017 - Current | 6 |
| Triad Advisors | Norcross, GA | Jun 2018 - Jan 2024 | 5 |
| Triad Hybrid Solutions | Norcross, GA | Jun 2018 - Jan 2024 | 5 |
| Lpl Financial, LLC | Doylestown, PA | Dec 2017 - Feb 2018 | < 1 |
| Great Valley Advisor Group | Doylestown, PA | Dec 2017 - Feb 2018 | < 1 |
| Bcg Securities | Cherry Hill, NJ | Oct 2015 - Dec 2017 | 2 |
| Bank Of America, N.a. | Yardley, PA | Nov 2012 - Nov 2015 | 3 |
| Merrill Lynch, Pierce, Fenner And Smith Incorporated | Yardley, PA | Oct 2012 - Nov 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2011 |
- PA
-
Total Assets Under Management1,582MILLIONS
-
Total Number of Accounts3,697ACCOUNTS
-
Average Account Value$427,817
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
AZ, CA, CO, CT, DE, FL, GA, LA, MA, MD, ME, NC, NH, NJ, NY, OH, PA, SC, TX, VA
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