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Robert Seawright

Madison Avenue Securities, LLC
28 Years of Experience
San Diego, CA
2 DisclosuresBrokerSells Insurance
View SEC Summary
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Robert Seawright is a registered investment advisor at Madison Avenue Securities, LLC, based in San Diego, CA, with 28 years of industry experience. Robert is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 14,099 clients with $2B in assets under management.

Madison Avenue Securities, LLC
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
246 advisors
Number of Clients
14,099 clients
Average Client Portfolio
$143K average
Assets Under Management
$2.0B

Fee Structure

Minimum Investment:$10K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.25%

Maximum fee rates vary by program, up to 2.00% for Fee Plus Transaction, AE Wealth Management, and Envestnet programs, and up to 2.25% for the Standard and Low-Minimum Wrap programs. Fees are negotiable and set by individual representatives.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

13500 Evening Creek Dr N, #555, San Diego, CA, 92128

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Judgment / Lien
October 2011
Judgment / Lien
September 2010
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Robert spends about a quarter of his time as CCO for Asset Marketing Systems Insurance Services, LLC, a fixed insurance marketing organization. He also serves as an Elder and President of the Committee at Rancho Bernardo Community Presbyterian Church, dedicating about 10-20% of his time.

Employment History
Current Registrations
Madison Avenue Securities, LLC
April 2011 - Present · 15 yrs 6 mos
Madison Avenue Securities, LLCBroker
June 2008 - Present · 18 yrs 4 mos
Previous Registrations
Fsc Securities CorporationBroker
February 2004 - April 2005 · 1 yr 2 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
July 1995 - February 2002 · 6 yrs 7 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
September 1992 - April 1995 · 2 yrs 7 mos
State Registrations1 state
CA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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