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RS

Robert Louis Seltzer Jr

PARTNERCAP SECURITIES
BLUFFTON, SC
·CRD# 851476·3 years experience

Professional Summary

Robert Louis Seltzer JR, who also goes by Robert L Seltzer Jr, Robert Louis Seltzer, is a registered financial advisor currently at PARTNERCAP SECURITIES, LLC located in Bluffton, South Carolina. Robert is registered as a RR (Registered Representative) and started their career in finance in 2023. Robert has worked at 1 firm and has passed the Series 63, Series 79TO and SIE exams.

At a Glance

Best-Interest Standard

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Robert L Seltzer Jr, Robert Louis Seltzer

Blog Corner

More Resources

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Videos & Posts

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Years of Experience

3 years in the financial services industry

Current & Past Employments

Current

PARTNERCAP SECURITIES, LLCCurrent·CRD# 107130
BD
25 Thurmond Way # 2406, Bluffton, SC 29910
December 8, 2023 - Present

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Current Firm

PS
PARTNERCAP SECURITIES, LLC

HILLSBORO CAPITAL, LLC | VAN HEDGE FUND ADVISORS INTERNATIONAL, LLC | VAN HEDGE FUND ADVISORS INTERNATIONAL INC | PARTNERCAP SECURITIES, LLC | PARTNER CAPITAL GROUP, LLC

CRD#: 107130 / SEC#: 8-66997
BD
Broker-Dealer Firm Regulated by FINRA (Atlanta district office)

Contact Information

Main Address

43 Station Loop, Bluffton, SC 29910

Mailing Address

25 Thurmond Way # 2406, Bluffton, SC 29910

Phone Number

(843) 705-1051

Established

Tennessee since 12/12/1996

Firm Type

Limited Liability Company

Fiscal Year End

December

Firm Size

Small

FINRA licenses (11 States and Territories)

Registered to provide investment advisory services in 0 US states and territories.

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
PARTNER CAPITAL GROUP, LLCBENEFICIAL OWNER—
VAN, JOHN CHRISTOPHERFINOP, CFO, DIRECTOR2644450
WRIGHT, PETER ANTHONYDIRECTOR, PRESIDENT3088821
COCKE, PHILIP ST. G. VDIRECTOR, CHAIRMAN, CHIEF COMPLIANCE OFFICER, AML PRINCIPAL819248
WRIGHT, PETER ANTHONYDIRECTOR OF RESEARCH3088821

Disclosures

Regulatory Event

1

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
RR
Massachusetts
(1/3/2024)
RR
South Carolina
(1/3/2024)

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 63 — Uniform Securities Agent State Law Examination

Passed Dec 2023About the Series 63 exam

Series 79TO — Investment Banking Registered Representative Examination

Passed Dec 2023About the Series 79TO exam

SIE — Securities Industry Essentials Examination

Passed Dec 2023About the SIE exam
FINRA
SRO Registrations

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CRS (Client Relationship Summary) - BD

Click below to view Robert Louis Seltzer JR's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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