RK
Robert J. Kolyer
SEABRIDGE INVESTMENT ADVISORS LLC
Summit, NJ 07901-2610
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CRD#: 7437547
RK
Professional summary
Robert J. Kolyer Jr., who also goes by Jay Kolyer, Robert John Kolyer Jr., is a registered financial advisor currently at SEABRIDGE INVESTMENT ADVISORS LLC located in Summit, New Jersey.
Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Robert has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Jay Kolyer | Robert John Kolyer Jr.
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.
Mr. Kolyer is a member of the Financial Investments Strategy Committee of Capital Guidance, a privately held investment firm with offices in Washington DC, Europe, the Middle East and Asia. This advisory role began in December 2023. Mr. Kolyer's responsibilities at Capital Guidance include reviewing investment performance and discussing existing and future portfolio strategy. This consulting position has no direct portfolio responsibility and requires up to 6 hours per month. Mr. Kolyer serves as a volunteer investment committee member of Spike Ventures, an affiliated fund of Alumni Ventures located at 1600 El Camino Real, Suite 250, Menlo Park, CA 94025. Mr. Kolyer consults with Spike Ventures about potential investment alternatives. He began this relationship on February 7, 2022, and devotes approximately 2 hours per month.
CRS (Client Relationship Summary) - RIA
Click below to view Robert J. Kolyer Jr.'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®
NoneExperience
Current
September 10, 2021 - Present
SEABRIDGE INVESTMENT ADVISORS LLC
Office #1: 450 Springfield Ave. Suite 301, Summit, NJ 07901-2610RIA
CRD#: 108681
Summit, NJ
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".
SI
SEABRIDGE INVESTMENT ADVISORS LLC
SEABRIDGE INVESTMENT ADVISORS LLC | SEABRIDGE PRIVATE WEALTH
CRD#: 108681 / SEC#: 801-55009
RIA
Registered Investment Advisory firm - (11/3/1997 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.Highlighted states indicate IAR registrations
IAR
New Jersey(6/15/2022)
IAR
Rhode Island(1/21/2025)
Current Firm
SI
SEABRIDGE INVESTMENT ADVISORS LLC
SEABRIDGE INVESTMENT ADVISORS LLC | SEABRIDGE PRIVATE WEALTH
CRD#: 108681 / SEC#: 801-55009
RIA
Registered Investment Advisory firm - (11/3/1997 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
450 Springfield Ave. Suite 301, Summit, NJ 07901-2610
Mailing Address
Phone number
(908) 273-5085
Established
Firm type
Fiscal year end
# of Employees
12
SEC notice filing (12 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 452 |
| AUM (Assets Under Management) | $ 610,404,483 |
Red Flags
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