Royal Alliance Associates, Inc
About this Advisor
Robert Sewall is a financial advisor working out of Jericho, New York, with a total of 10 years of experience as a financial advisor. Sewall is an advisor for Royal Alliance Associates, Inc. Over the course of their career, they have held roles at Merrill Lynch, Pierce, Fenner & Smith Inc, Tampa Bay Buccaneers, Jacksonville Sharks, Bank Of America N.A and Royal Alliance. Sewall holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is approved to serve investors in California, Connecticut, Florida, Illinois, Massachusetts, New Jersey, New York, Pennsylvania, Rhode Island, Texas and Washington. Royal Alliance Associates, Inc is a registered investment business that has its headquarters in Jericho, New York. It has offices in 905 locations and a total of 3,849 employees. It administers $28 billion in assets across its 112,286 accounts, placing it among the biggest financial advisory firms in the nation by assets under management. The firm provides services to 134 charities and foundations. Of its 112,286 client accounts, 18% belong to high-net-worth investors who have at least $1 million in investable assets. Royal Alliance Associates, Inc offers a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Fees for financial advice largely depend on which services the firm provides the client. Fee types charged by Royal Alliance Associates, Inc most likely consist of any combination of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years of Experience
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Royal Alliance Associates, Inc Brokerage Details
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Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Robert Sewall Work History
Robert has 10 years of experience.
Bank Of America N.A
Merrill Lynch, Pierce, Fenner & Smith Inc
Tampa Bay Buccaneers
Robert Sewall has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Royal Alliance Associates, Inc
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