Robert B. Seiden

STONEBRIDGE FINANCIAL GROUP

Wormleysburg, PA 17043

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CRD#: 5820671

Professional summary

Robert Benjamin Seiden, who also goes by Bob Seiden, Robert B Seiden, is a registered financial advisor currently at STONEBRIDGE FINANCIAL GROUP, LLC located in Wormleysburg, Pennsylvania and PRIVATE CLIENT SERVICES, LLC located in Wormleysburg, Pennsylvania.

Robert is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2011. Robert has worked at 9 firms and has passed the Series 66, SIE, Series 31 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Bob Seiden | Robert B Seiden

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.

1) Stonebridge Financial Group DBA WhiteCliff Wealth Management. 602 N Front St, Wormleysburg, PA 17043. RIA. 175 hrs/mo; 175 during trading hrs. 2) Strongbox Networks LLC and Strong Box Investors, LLC. Not investment related B2B to assist underwriters to reduce the number of unclaimed beneficiary funds. Working with technology companies to build software and trying to raise funding to support business. Founder & CEO. 20 hrs/mo; 0 during trading hrs. 3) Strive Corp. 8 Windey Way Ln, Doylestown, PA 18901. Strive Corp. facilitates the WIMPER benefits through Self-Insured Medical Reimbursement Program ("SIMRP"), a workplace program that enables employers to offer additional benefits and achieve savings on FICA contributions. I will be working on these efforts in conjunction with my duties at WhiteCliff Wealth Management to provide possible cost savings for business owners. This will occur as a regular part of my client and prospect interactions. I will be compensated for new business under my Life & Health License that is suitable for any business owner I sign up under Strive Corp. Start date 05/2025 4) SRK Realty Group. 8 Windey Way Ln Doylestown, PA 18901. LLC created for real estate related activity. General Contacting, owning & investing in properties. Managing Partner for real estate investing opportunities. Act as consultant for real estate improvements, purchase, and sell real estate. 5 hrs/mo; 2 during trading hrs. Not investment related.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Benjamin Seiden's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

CRD#: 149777

DOYLESTOWN, PA

Past

April 20, 2011 - July 7, 2011

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

DOYLESTOWN, 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".

STONEBRIDGE FINANCIAL GROUP, LLC

AVIA WEALTH ADVISORS | WHITECLIFF WEALTH MANAGEMENT | STONEBRIDGE FINANCIAL GROUP, LLC | EMC WEALTH MANAGEMENT LLC

CRD#: 327529 / SEC#: 801-129034

RIA

Registered Investment Advisory firm - (11/8/2023 Approved)

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.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

IAR

STONEBRIDGE FINANCIAL GROUP, LLC

AVIA WEALTH ADVISORS | WHITECLIFF WEALTH MANAGEMENT | STONEBRIDGE FINANCIAL GROUP, LLC | EMC WEALTH MANAGEMENT LLC

CRD#: 327529 / SEC#: 801-129034

RIA

Registered Investment Advisory firm - (11/8/2023 Approved)

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Contact information

Main Address

602 North Front Street, Wormleysburg, PA 17043

Mailing Address

Phone number

(717) 736-7007

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (21 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

SFG WRAP BROCHURE (8/1/2025)

SFG ADV PART 2A (8/1/2025)

Regulatory assets under management

Total Number of Accounts	4,021
AUM (Assets Under Management)	$ 1,831,293,279

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.

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Robert B. Seiden

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Benjamin Seiden's CRS (Customer Relationship Summary).

Certified licenses

Experience

PRIVATE CLIENT SERVICES, LLC

OSAIC ADVISORY SERVICES, LLC

TRIAD ADVISORS LLC

GREAT VALLEY ADVISOR GROUP, LLC

LPL FINANCIAL LLC

BCG SECURITIES, INC.

BCG SECURITIES, INC.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MORGAN STANLEY

MORGAN STANLEY

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Primary Firm SEC Registration

STONEBRIDGE FINANCIAL GROUP, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 8/25/2011

SIE

Date: 10/1/2018

Series 31

Date: 11/21/2011

Series 7

Date: 4/18/2011

FINRA

Current Firm

STONEBRIDGE FINANCIAL GROUP, LLC

Contact information

SEC notice filing (21 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

STONEBRIDGE FINANCIAL GROUP, LLC

TRUST BUT VERIFY

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