RS
RS
Robert Sefcik
16 Years of Experience
Millburn, NJ
1 Disclosure
Robert Sefcik is a registered investment advisor at Main & Wall Capital Management, CORP, based in Millburn, NJ, with 16 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
Not specified
Average Client Portfolio
Not specified
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.50% |
Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
Millburn, NJ
Get directionsHistory
Regulatory History (1)
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Regulatory
December 1986Final
Employment History
Current Registrations
Main & Wall Capital Management, CORP
July 2024 - Present · 1 yr 9 mos
Previous Registrations
Main & Wall Financial Advisors, INC.
February 2008 - December 2009 · 1 yr 10 mos
Brill Securities, INC.Broker
January 2006 - September 2006 · 8 mos
Maxim Group LLCBroker
January 2005 - October 2005 · 9 mos
Zoch & Zoch Financial Group, INC.Broker
October 1987 - February 1990 · 2 yrs 4 mos
Smith Barney, Harris Upham & CO., IncorporatedBroker
September 1984 - January 1986 · 1 yr 4 mos
L. F. Rothschild, Unterberg, TowbinBroker
October 1978 - September 1984 · 5 yrs 11 mos
Richard Franklin, INC.Broker
June 1977 - November 1978 · 1 yr 5 mos
First Jersey Securities, INC.Broker
January 1977 - June 1977 · 5 mos
State Registrations1 state
NJ
Advisor
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.