RS
RS

Robert Sechan

30 Years of Experience
Stamford, CT
Broker

Robert Sechan is a registered investment advisor, based in Stamford, CT, with 30 years of industry experience.

Location

2200 Atlantic Street, Suite 200, Stamford, CT, 06902

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business Activities

Robert is a board member for Technosoft Corporation and Portfolios with Purpose, and helps manage investments in personal collections through Beau Chuck LLC. He is also a member of New Edge Wealth Partners, LLC, and an investment advisor representative for New Edge Wealth, dedicating about half of his time to financial services. Finally, Robert has 51% ownership in Sechan Properties, a family holding company of land in PA, dedicating minimal time to this.

Employment History
Current Registrations
Newedge Securities, LLCBroker
December 2020 - Present · 5 yrs 5 mos
New Edge Wealth
December 2020 - Present · 5 yrs 5 mos
Previous Registrations
UBS Financial Services INC.
September 2008 - December 2020 · 12 yrs 3 mos
UBS Financial Services INC.Broker
September 2008 - December 2020 · 12 yrs 3 mos
Lehman Brothers INC.
September 2003 - October 2008 · 5 yrs 1 mo
Lehman Brothers INC.Broker
September 2003 - October 2008 · 5 yrs 1 mo
Morgan Stanley & CO., Incorporated
May 2002 - September 2003 · 1 yr 4 mos
Morgan Stanley & CO., IncorporatedBroker
December 1996 - September 2003 · 6 yrs 9 mos
Federated Securities CORP.Broker
March 1993 - June 1994 · 1 yr 3 mos
State Registrations37 states
AZCACOCTDCDEFLGAIDILKYMAMDMEMIMOMTNCNHNJNMNVNYORPAPRRISCSDTNTXUTVAVTWAWIWY
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.