Walter Sezna, financial advisor Bryn Mawr PA
90 score

Walter Sezna

CRD Number: 6338482
Current Firm: Spouting Rock Asset Management, LLC

Walter Sezna (CRD# 6338482) is an Investment Advisor Representative working at Spouting Rock Asset Management, LLC in Bryn Mawr, PA and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Spouting Rock Capital Advisors LLC Bryn Mawr, PA Jan 2017 - Current 1
Robert W. Baird & Company Incorporated Charlotte, NC May 2014 - Jan 2017 2
The Cliffs Clubs Travalers Rest, SC Jul 2013 - Apr 2014 < 1
Carmel Cafe & Wine Bar Tampa, FL Aug 2010 - Jul 2013 2
La Quinta Resort & SPA La Quinta, CA Aug 2008 - Aug 2010 2
Cosi Chicago, IL Aug 2006 - Aug 2008 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2014
Contact Info for Walter W. Sezna
Phone Number: 610-788-2128
Registered State(s):
  • DC
  • NC
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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