Robert SestiliCRD Number: 1106528
Current Firm: Securities America Advisors, Inc.
Robert Sestili (CRD# 1106528) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Moon Township, PA and has over 30 years of experience in the finance industry.
Wealthcare Capital Management LLC
Lpl Financial LLC
Nfp Advisor Services, LLC
|Securities America Inc.||Lavista, NE||Apr 2010 - Current||6|
|Securities America Advisors||Lavista, NE||Apr 2010 - Current||6|
|Next Financial Group||Moon Township, PA||Mar 2006 - Apr 2010||4|
|Self-employed||Cargegie, PA||May 1999 - Apr 2010||10|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 1986|
|S65||NASAA Investment Advisors Law Examination||Aug 1998|
Total Assets Under Management13,433MILLIONS
Total Number of Accounts92,356ACCOUNTS
Average Account Value$145,443
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- 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
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