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Robert Seibel

7 Years of Experience
Issaquah, WA
BrokerSells Insurance

Robert Seibel is a registered investment advisor, based in Issaquah, WA, with 7 years of industry experience.

Location

6415 E Lake Sammamish Pkwy SE, Suite 100, Issaquah, WA, 98029

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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.

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Other Business ActivitiesSells Insurance

Robert is a service advisor for Merit Financial Group, dedicating full-time hours to servicing clients. He also works as an insurance agent, providing insurance advice based on client needs.

Employment History
Current Registrations
Purshe Kaplan Sterling InvestmentsBroker
May 2025 - Present · 1 yr 2 mos
Merit Financial Advisors
April 2025 - Present · 1 yr 3 mos
Previous Registrations
Strategic Advisers LLC
March 2025 - May 2025 · 2 mos
Fidelity Personal and Workplace Advisors
April 2020 - March 2025 · 4 yrs 11 mos
Fidelity Brokerage Services LLCBroker
February 2020 - May 2025 · 5 yrs 3 mos
Edward Jones
January 2019 - December 2019 · 11 mos
Edward Jones
September 2018 - December 2018 · 3 mos
Edward JonesBroker
August 2018 - December 2019 · 1 yr 4 mos
State Registrations19 states
AKAZCACODCFLGAIDMDMIMTNMNVNYORPASCTNWA
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.
Robert Seibel - Financial Advisor | TrueAdvisor