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LG

Leslie A. Graves

R. SEELAUS & CO.
Chatham, NJ 07928
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CRD#: 1411769
LG

Professional summary


Leslie Ann Graves, who also goes by Leslie Ann Graves, Leslie Graves, is a registered financial professional currently at R. SEELAUS & CO., LLC located in Chatham, New Jersey.

Leslie is registered as a RR (Registered Representative) and started their career in finance in 1985. Leslie has worked at 3 firms and has passed the Series 63, Series 79TO, SIE, Series 5, Series 3, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Leslie Ann Graves | Leslie Graves

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.

Blog Corner


CRS (Client Relationship Summary) - BD


Click below to view Leslie Ann Graves's CRS (Customer Relationship Summary).
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®
None

Experience


Current

April 5, 2017 - Present

R. SEELAUS & CO., LLC

Office #1: 26 Main Street Suite 300, Chatham, NJ 07928
BD
CRD#: 14974
Chatham, NJ
Past

January 19, 2012 - March 21, 2017

MISCHLER FINANCIAL GROUP, INC.

BD
CRD#: 37818
STAMFORD, CT
Past

October 22, 1985 - January 26, 2012

CREDIT SUISSE SECURITIES (USA) LLC

BD
CRD#: 816
NEW YORK, NY

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 them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Alabama
(4/5/2017)
RR
California
(4/5/2017)
RR
Connecticut
(4/5/2017)
RR
District of Columbia
(4/5/2017)
RR
Georgia
(4/5/2017)
RR
Massachusetts
(4/5/2017)
RR
Michigan
(4/5/2017)
RR
Missouri
(4/5/2017)
RR
New Jersey
(4/5/2017)
RR
New York
(4/5/2017)
RR
North Carolina
(4/5/2017)

Exams


State Security Law Exam
RR
Series 63
Date: 10/31/1985
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 79TO
Date: 1/2/2023
Investment Banking Registered Representative Examination
General Industry/Product Exam
General Industry/Product Exam
RR
Series 5
Date: 12/3/1985
Interest Rate Options Examination
General Industry/Product Exam
RR
Series 3
Date: 11/12/1985
National Commodity Futures Examination
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

Current Firm


RS
R. SEELAUS & CO., LLC
R. SEELAUS & CO., INC. | RSC ASSET MANAGEMENT LLC. | RSC ASSET MANAGEMENT LLC | R. SEELAUS & CO.,INC. | R. SEELAUS & CO., LLC

CRD#: 14974 / SEC#: 801-68283, 8-31475

BD
Broker-Dealer Firm Regulated by FINRA (Woodbridge district office)
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Contact information


Main Address
26 Main Street Suite 300, Chatham, NJ 07928
Mailing Address
26 Main Street Suite 300, Chatham, NJ 07928
Phone number
(908) 273-3011
Established
Delaware since 06/27/2018
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (52 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)Latest Form ADV

Part 2 Brochures

Direct owners and executive officers


NamePositionCRD#
SEELAUS HOLDINGS LLCOWNER/MEMBER
BRUCIA, JAMES BENEDETTOCO-HEAD OF ORIGINATION AND SYNDICATE, MANAGING DIRECTOR1281247
GRAVES, LESLIE ANNCO HEAD OF ORIGINATION AND SYNDICATE, MANAGING DIRECTOR1411769
MITNICK, ANNELIESE NMNCHIEF EXECUTIVE OFFICER (CEO)4862821
MOLCHAN, MAYYA NMNCHIEF FINANCIAL OFFICER (CFO), FINANCIAL AND OPERATIONS PRINCIPAL ( FINOP)5865025
MURRAY III, ALBERT QUENTINHEAD OF SALES AND TRADING, MUNICIPAL PRINCIPAL (MP)1032639
PAJDAK, KAROLINA NMNCHIEF COMPLIANCE OFFICER (CCO)4491899
SEELAUS, BENJAMIN PATRICKCHIEF OPERATING OFFICER (COO), REGISTERED OPTIONS AND SECURITY FUTURES PRINCIPAL (ROSFP)4621898
SEELAUS, RICHARD PAULCHAIRMAN,500660

Disclosures


Regulatory Event12

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.

Company Information


R. SEELAUS & CO., LLC

CRD#: 14974Chatham, NJ 07928

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