Robert Joseph Seidel

Employer firm

World Investment Advisors, LLC CRD 208512

$71.6B regulatory AUM 7 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2015 → 06/2023
  Gwfs Equities, Inc.
  Mount Pleasant, SC
• 06/2023 → Present
  Pensionmark Financial Group
  Santa Barbara, FL

Previous Registrations

• 2016-02-23 → 2023-06-30
  Empower Advisory Group, Llc
  Greenwood Village, CO
  Charleston, SC
  Mount Pleasant, SC
• 2010-05-03 → 2015-07-20
  Southstate Advisory, Inc.
  Columbia, SC
• 2007-11-06 → 2009-03-30
  Securian Financial Services, Inc.
  Daniel Island, SC

Other Businesses

1. Sequoia Consulting Group (DBA for Pensionmark); Investment related; 1850 Gateway Drive, Suite 600 San Mateo, CA 94404; Employee Benefits & Retirement Plan Consulting; Support Staff; 6/26/2023; 173 hours per month; 173 hours during trading hours; Providing or supporting investment advisory services which may include retirement plan consulting, discretionary or non-discretionary investment management, financial planning, or other related investment advisory activities.

Exams

• S63 Uniform Securities Agent State Law Examination
  2015-09-25
• S66 Uniform Combined State Law Examination
  2007-10-25

Other Names

• Robert J Seidel
• Robert J Seidel
• Robert Joseph Seidel