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RS

Robert W. Sewalk

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CRD#: 1519192
RS

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Robert William Sewalk, who also goes by Bob Sewalk, was a registered financial professional .

Robert is a previously registered financial professional and started their career in finance in 1987. Robert had worked at 6 firms and has passed the Series 63, SIE, Series 6, Series 7 and Series 26 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Bob Sewalk

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

April 27, 2017 - June 27, 2017

PAYCHEX SECURITIES CORPORATION

BD
CRD#: 39733
Phoenix, AZ
Past

September 20, 2001 - October 15, 2002

ONE ORCHARD EQUITIES, INC.

BD
CRD#: 42124
GREENWOOD VILLAGE, CO
Past

July 13, 2000 - April 18, 2001

STATE FARM VP MANAGEMENT CORP.

BD
CRD#: 43036
BLOOMINGTON, IL
Past

June 13, 1996 - July 27, 1998

PRINCIPAL SECURITIES, INC.

BD
CRD#: 1137
DES MOINES, IA
Past

November 3, 1987 - March 1, 1988

SUTRO & CO. INCORPORATED

BD
CRD#: 801
Past

March 25, 1987 - November 13, 1987

SHERWOOD CAPITAL, INC.

BD
CRD#: 10474

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 5/12/2017
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


PS
PAYCHEX SECURITIES CORPORATION
PAYCHEX SECURITIES CORPORATION

CRD#: 39733 / SEC#: , 8-48942

BD
Broker-Dealer Firm Regulated by FINRA (Woodbridge district office)
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Contact information


Main Address
220 Kenneth Drive, Rochester, NY 14623
Mailing Address
220 Kenneth Drive, Rochester, NY 14623
Phone number
(585) 336-6545
Established
New York since 07/17/1995
Firm type
Corporation
Fiscal year end
May
Firm Size
Small
# of Employees

FINRA licenses (51 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
PAYCHEX HOLDINGS, LLCPARENT CORP
SCHRADER, ROBERT LEWISDIRECTOR7827962
SIMMONS, CHRISTOPHER CARLTREASURER7621466
WILEY, CHRISTINE LEEPRESIDENT3108303
WILEY, CHRISTINE LEECHIEF COMPLIANCE OFFICER3108303

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


PAYCHEX SECURITIES CORPORATION

CRD#: 39733

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