SA
Seth W. Arbogast
INVARIANT INVESTMENT MANAGEMENT
Camp Hill, PA 17011
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CRD#: 5070257
SA
Professional summary
Seth William Arbogast, CFP®, who also goes by Seth Arbogast, is a registered financial advisor currently at INVARIANT INVESTMENT MANAGEMENT located in Camp Hill, Pennsylvania.
Seth is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Seth has worked at 4 firms and has passed the Series 65, Series 63 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Seth Arbogast
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.
Invariant Tax Services is a wholly-owned subsidiary of Invariant Investment Management LLC and is located at 1013 Mumma Road in Lemoyne, PA 17043. ITS is a non-investment-related business registered as an LLC which provides various tax preparation and e-filing services to clients. I am the Principal of ITS since its founding in 02/2020. I currently devote approximately 1-5 hours/month on ITS work in a supervisory role and am not directly involved with the day-to-day tax preparation or e-filing aspects of the business.
(1) Invariant Real Estate I (2) not investment related (3) 200 Grandview, Camp Hill, PA, 17011 (4) real estate investment company formed to purchase Invariant Investment Management's current office building (5) Managing Member (6) July 2020 (7) 5 hours per month on Invariant Real Estate I and II combined (8) 0 hours during trading hours (9) oversee the GP, review statements
(1) Invariant Real Estate II (2) not investment related (3) 200 Grandview, Camp Hill, PA, 17011 (4) real estate investment company formed to purchase a residential unit in 2020 (5) Managing Member (6) August 2020 (7) 5 hours per month on Invariant Real Estate I and II combined (8) 0 hours during trading hours (9) oversee operations
CRS (Client Relationship Summary) - RIA
Click below to view Seth William Arbogast's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2011
Experience
Current
October 31, 2013 - Present
INVARIANT INVESTMENT MANAGEMENT
Office #1: 200 Grandview Avenue Suite 103, Camp Hill, PA 17011RIA
CRD#: 168772
Camp Hill, PA
Past
October 13, 2010 - December 31, 2013
TEAM FINANCIAL MANAGERS
RIA
CRD#: 115130
HARRISBURG, PA
Past
February 12, 2008 - December 31, 2009
OSAIC FS, INC.
BD
CRD#: 3870
HARRISBURG, PA
Past
May 25, 2006 - January 28, 2008
WADDELL & REED
BD
CRD#: 866
HARRISBURG, PA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
II
INVARIANT INVESTMENT MANAGEMENT
ARBOGAST, SETH W | INVARIANT INVESTMENT MANAGEMENT LLC | INVARIANT INVESTMENT MANAGEMENT | INVARIANT INVESTMENT CORPORATION
CRD#: 168772 / SEC#: 801-111716
RIA
Registered Investment Advisory firm - (9/22/2017 Approved)Pennsylvania
Registered Investment Advisory firm - (12/4/2017 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Pennsylvania(10/31/2013)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
Current Firm
II
INVARIANT INVESTMENT MANAGEMENT
ARBOGAST, SETH W | INVARIANT INVESTMENT MANAGEMENT LLC | INVARIANT INVESTMENT MANAGEMENT | INVARIANT INVESTMENT CORPORATION
CRD#: 168772 / SEC#: 801-111716
RIA
Registered Investment Advisory firm - (9/22/2017 Approved)Pennsylvania
Registered Investment Advisory firm - (12/4/2017 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
200 Grandview Avenue Suite 103, Camp Hill, PA 17011
Mailing Address
Phone number
(717) 317-9006
Established
Firm type
Fiscal year end
# of Employees
7
SEC notice filing (5 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 689 |
| AUM (Assets Under Management) | $ 135,912,855 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
