RS

Robert Benjamin Seiden

14 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
633 advisors
Number of Clients
3,251 clients
Average Client Portfolio
$323K average
Assets Under Management
$1.1B

Fee Structure

Financial Planning:Investment management only

This advisor may earn commissions from securities transactions through Private Client Services, LLC, which could be higher or lower than other broker-dealers. These commissions may include those from equity securities, mutual fund 12b-1 fees, mutual fund trail commissions, or direct product sponsor commissions.

Areas of Practice
Investment Management
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Advisor Information

Office location

602 North Front Street, Wormleysburg, PA, 17043

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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 affiliated with Stonebridge Financial Group DBA WhiteCliff Wealth Management as an RIA, dedicating nearly full-time hours. He is also the Founder & CEO of Strongbox Networks LLC and Strong Box Investors, LLC, spending about 10-20% of his time on this non-investment related business. Additionally, Robert will be working with Strive Corp. to facilitate WIMPER benefits and will be compensated for new business under his Life & Health License.

Employment History
Current Registrations
Private Client Services, LLC Broker
January 2025 - Present · 1 yr
Stonebridge Financial Group, LLC
January 2024 - Present · 2 yrs
Previous Registrations
Triad Hybrid Solutions
June 2018 - December 2023 · 5 yrs 6 mos
Triad Advisors LLCBroker
June 2018 - December 2023 · 5 yrs 6 mos
Great Valley Advisor Group, INC.
December 2017 - March 2018 · 3 mos
LPL Financial LLC Broker
December 2017 - February 2018 · 2 mos
Bcg Securities, INC. Broker
October 2015 - December 2017 · 2 yrs 2 mos
Bcg Securities, INC.
October 2015 - December 2017 · 2 yrs 2 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated Broker
October 2012 - October 2015 · 3 yrs
Merrill Lynch, Pierce, Fenner & Smith Incorporated
October 2012 - October 2015 · 3 yrs
Morgan Stanley
October 2011 - November 2012 · 1 yr 1 mo
Morgan Stanley Broker
October 2011 - November 2012 · 1 yr 1 mo
Merrill Lynch, Pierce, Fenner & Smith Incorporated Broker
April 2011 - July 2011 · 3 mos
State Registrations1 state
PA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.