Richard Sedway (CRD# 1635389) is an Investment Advisor Representative working at Park Avenue Securities LLC in Incline Village, NV and has over 37 years of experience in the finance industry.
CRD# 4775495
Lpl Financial LLC
CRD# 2489311
Prosperity Wealth Management, Inc.
CRD# 5245824
Prime Capital Investment Advisors, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Guardian Life Insurance Company | Incline Village, NV | Mar 2006 - Current | 18 |
Park Avenue Securities | Incline Vilage, NV | Mar 2006 - Current | 18 |
Sedway Financial | Incline Village, NV | Jan 2003 - Current | 21 |
Guardian Life Insurance Company | Roseville, CA | Jan 2015 - Jan 2024 | 9 |
Park Avenue Securities LLC | Roseville, CA | Jan 2015 - Jan 2024 | 9 |
Sedway Financial | Roseville, CA | Jan 2015 - Jan 2024 | 9 |
Guardian Life Insurance Company | Sacramento, CA | Aug 2014 - Jan 2015 | < 1 |
Park Avenue Securities | Sacramento, CA | Aug 2014 - Jan 2015 | < 1 |
Sedway Financial | Sacramento, CA | Aug 2014 - Jan 2015 | < 1 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Mar 1987 |
S65 | NASAA Investment Advisors Law Examination | Sep 2001 |
- AK
- AZ
- CA
- CO
- FL
- GA
- ID
- IL
- IN
- MI
- NV
- OH
- OR
- SC
- TX
- VA
- WA
- WI
- WY
-
Total Assets Under Management11,882MILLIONS
-
Total Number of Accounts62,811ACCOUNTS
-
Average Account Value$189,164
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.