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Robert Seawright

Advisor at Madison Avenue Securities, LLC

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Madison Avenue Securities, LLC logo

Firm

Madison Avenue Securities, LLC

Location

San Diego, CA 92128

Credentials

Series 63, Series 66

Industry experience

28 years

About

Robert Seawright is a financial advisor with Madison Avenue Securities, LLC in San Diego, CA, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He has been with Madison Avenue Securities since 2010 and is also Chief Compliance Officer at Asset Marketing Systems Insurance Services, LLC. Outside of his advisory roles, he serves as an elder and president of the committee at Rancho Bernardo Community Presbyterian Church. Madison Avenue Securities, LLC provides investment advisory and related services to individual clients, charitable institutions, foundations, trusts, and employer-sponsored retirement plans. The firm manages approximately $2.0 billion in assets, offering portfolio management, financial planning, pension consulting, and college-savings services through various account platforms and investment approaches.

Client services

Based on Madison Avenue Securities, LLC

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Based on Madison Avenue Securities, LLC

Annuities College savings (529s, UTMA, etc.)

Occupation focus

Based on Madison Avenue Securities, LLC

Founder/Business Owner

Fee options

Fixed

Fixed fee financial planning services ranging from $1,000 to $5,000; annual financial plan fees from $2,000 to $5,000 or more.

Commissions

Commissions received on sales of securities products; commissions vary and are separate from advisory fees.

Project-based

Financial consulting services at $300 per hour ($250 for Kansas residents), fees may be discounted.

Other

Account minimum: $10,000

Location

13500 Evening Creek Dr N, #555

San Diego, CA 92128

Most active in

California

Work history

Madison Avenue Securities, Inc.

2010 - Present (16 years)

Asset Marketing Systems Insurance Services, Llc

2005 - Present (21 years)

Disclosures

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

Business activities & affiliations

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