Robert Sevcik
Robert Sevcik is a registered investment advisor at D.A. Davidson & CO., based in Medford, OR, with 17 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 70,118 clients with $42B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
3210 Hillcrest Park Drive, Suite 200, Medford, OR, 97504
Get directionsHistory
Regulatory History (2)
Regulatory
October 2022Employment Separation After Allegations
July 2021Other Business Activities
Robert serves on the board of directors for two organizations: a hospital authority in Medford, OR, and USA Weightlifting. He dedicates minimal time to each role annually.
Employment History
Current Registrations
D.A. Davidson & CO.
D.A. Davidson & CO.Broker
Previous Registrations
Morgan Stanley
Morgan StanleyBroker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
State Registrations17 states
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.