Robert
Papa
Seia
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About this Advisor
Robert Papa is a certified financial planner working out of Mc Lean, Virginia who has 5 years of relevant experience. Papa works at Seia. Throughout their career, Papa has worked at Caught In The Web LLC, Charles Schwab & Co., Inc, Charles Schwab Bank, Landlord, Mclean Asset Management, Royal Alliance Associates, Inc, Seia LLC and Sii - John Hancock. Papa maintains Series 65, Series 66 and Series 63 licenses, qualifying them as both a securities agent and an investment advisor representative, and can advise clients in Virginia. Seia is a financial advisory business operating out of Los Angeles, CA. It has offices in 12 locations and a total of 98 advisors. It controls $12 billion in total assets between its 17,180 client accounts, placing it among the largest firms in the country by assets under management. The firm provides financial advisory services to 16 charitable organizations. Of its 17,180 accounts, 62% are associated with high-net-worth individuals who have greater than $1 million in assets available to invest. The business performs a broad set of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. Financial advisory fee schedules are based on which services are provided. Fee types billed by Seia can include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Seia Brokerage Details
$11,665,897,705
98
17,180
$679,039
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Educational seminars/workshops
Robert Papa Work History
Robert has been registered as a financial advisor for 5 years.*
Royal Alliance Associates, Inc
Seia LLC
Sii - John Hancock
Caught In The Web LLC
Landlord
Mclean Asset Management
Mclean Asset Management
Charles Schwab Bank
Charles Schwab & Co., Inc
*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 Papa 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 Seia
Redondo Beach, CA
Redondo Beach, CA
Los Angeles, CA
Houston, TX
Irvine, CA
Los Angeles, CA
Los Angeles, CA
Los Angeles, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
