Robert
Kolyer
Seabridge Investment Advisors LLC
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About this Advisor
Robert Kolyer is a financial advisor operating out of Summit, New Jersey with 1 year of industry experience. Kolyer is currently employed by Seabridge Investment Advisors LLC. During their career, Kolyer has held roles at Howard Hughes Medical Institute and Seabridge Investment Advisors LLC. Kolyer has a Series 65 license, qualifying them as an investment advisor representative, and is registered to work in New Jersey. Seabridge Investment Advisors LLC is a company based out of Summit, NJ. It has a total of 11 financial advisors. It administers $375 million in assets among its 317 customer accounts, making it one of the bigger financial advisory firms in the nation by assets under management. The firm serves four charitable organizations. Of its 317 accounts, 79% are associated with high-net-worth clients who have more than $1 million in assets available to invest. The company has a set of services, including financial planning services and portfolio management for individuals and small businesses. Financial advisory fee schedules largely depend on which services the firm provides the client. Fee types billed by Seabridge Investment Advisors LLC likely consist of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Seabridge Investment Advisors LLC Brokerage Details
$374,626,969
11
317
$1,181,789
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Robert Kolyer Work History
Robert has been registered as a financial advisor for 1 years.*
Seabridge Investment Advisors LLC
Howard Hughes Medical Institute
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Robert Kolyer to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Seabridge Investment Advisors LLC
Summit, NJ
Atlanta, GA
Atlanta, GA
Atlanta, GA
London,
Summit, NJ
Summit, NJ
Summit, NJ
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