Patricia Ann Seelaus
Professional Summary
Patricia Ann Seelaus, who also goes by Patricia Ann Keck, Seelaus Patricia Ann Keck, was a registered financial advisor. Patricia was a previously registered financial professional and started their career in finance 1982 - 2008. Patricia had worked at 6 firms and has passed the Series 63, Series 52, Series 7, Series 53 and Series 27 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Patricia Ann Keck, Seelaus Patricia Ann Keck
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
No current employment
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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.
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Years of Experience
44 years in the financial services industry
Current & Past Employments
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Current Firm
GRANT WILLIAMS L.P. | GWLP
Contact Information
Main Address
1650 Market Street 53rd Floor, Philadelphia, PA 19103Mailing Address
1650 Market Street 53rd Floor, Philadelphia, PA 19103Phone Number
(215) 432-7579Established
Pennsylvania since 06/26/1998Firm Type
PartnershipFiscal Year End
DecemberFirm Size
Small# of Employees
2FINRA licenses (20 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| PORTFOLIO SOLUTIONS LLC | SHAREHOLDER | — |
| GRANT, STEVEN TAYLOR | PRESIDENT, CEO, CCO, CFO | 826826 |
| GRW, INC. | GENERAL PARTNER | — |
Disclosures
Regulatory Event
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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.
The advisor shows no other business activity.
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State Registrations and Notice Filings
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.Similar Advisors
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