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Jr. Robert Sedor

UA ADVISORY SERVICES, INC.·ENDWELL, New York
SIE, Series 3, Series 6, Series 7, Series 24, Series 63Clean record11 years registeredUA ADVISORY SERVICES, INC.
1405 DAVIS AVENUE, ENDWELL, NY 13760CRD# 1031167Firm CRD# 137217

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jr. Robert Sedor · ENDWELL, NY
Registration
CRD #1031167 · UA ADVISORY SERVICES, INC. · 11 years registered
Brand Profile
Not yet started
01

Career History

No current investment adviser registration
Last registered firm: UA ADVISORY SERVICES, INC.
KESTRA ADVISORY SERVICES, LLC
Apr 2016 – Nov 2023
ENDWELL, NY
NFP ADVISOR SERVICES, LLC
Mar 2015 – Sep 2016
ENDWELL, NY
02

Registrations & Exams

FINRA examinations passed
SIE
Series 3
Series 6
Series 7
Series 24
Series 63
Registration record
First registered · March 30, 2015
Years registered · 11
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
UA ADVISORY SERVICES, INC.
CRD 137217 · SEC 801-64727
AUM
$180M
Regulatory assets under management
Employees
5
230 client accounts
Services offered by UA ADVISORY SERVICES, INC.
Per Form ADV
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Other
Client types served by the firm
Per Form ADV
Individuals
View all advisors at UA ADVISORY SERVICES, INC. →
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05

Frequently Asked Questions

What services does Jr. Robert Sedor offer?
Jr. Robert Sedor specializes in Investment Management, Wealth Management.
What are Jr. Robert Sedor's credentials?
Jr. Robert Sedor is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jr. Robert Sedor located?
Jr. Robert Sedor is based in ENDWELL, New York, last registered with UA ADVISORY SERVICES, INC..
How does Jr. Robert Sedor charge for services?
Jr. Robert Sedor's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is UA ADVISORY SERVICES, INC.?
UA ADVISORY SERVICES, INC. has approximately 5 employees and manages $180M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at UA ADVISORY SERVICES, INC.

Thomas Michael Surowka
ENDWELL, NY

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