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PP

Paul J. Patitucci

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CRD#: 2103517
PP
Paul Joseph Patitucci

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Paul Joseph Patitucci was a registered financial professional .

Paul is a previously registered financial professional and started their career in finance in 1993. Paul had worked at 8 firms and has passed the Series 63, SIE, Series 7 and Series 6 exams.

Aliases

None

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)

The CRS(Customer Relationship Summary) document is not provided.

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

Past

May 4, 2015 - April 21, 2017

GIRARD PARTNERS LTD.

RIA
CRD#: 39163
SOUDERTON, PA
Past

June 19, 2013 - April 21, 2017

GIRARD INVESTMENT SERVICES, LLC

BD
CRD#: 1834
SOUDERTON, PA
Past

October 26, 2010 - April 9, 2013

TRANSAMERICA INVESTORS SECURITIES, LLC

BD
CRD#: 32205
HARRISON, NY
Past

January 15, 2010 - August 17, 2010

WOODBURY FINANCIAL SERVICES, INC.

BD
CRD#: 421
DRESHER, PA
Past

January 1, 2009 - October 16, 2009

TALCOTT RESOLUTION DISTRIBUTION COMPANY, INC.

BD
CRD#: 37819
MOORESVILLE, NC
Past

May 14, 1999 - January 1, 2009

HIMCO DISTRIBUTION SERVICES COMPANY

BD
CRD#: 6604
MOORESVILLE, NC
Past

March 8, 1995 - January 12, 1999

GUARDIAN INVESTOR SERVICES LLC

BD
CRD#: 6635
NEW YORK, NY
Past

March 19, 1993 - March 11, 1994

PRUCO SECURITIES, LLC.

BD
CRD#: 5685
NEWARK, 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".
GP
GIRARD PARTNERS LTD.
GIRARD | UNIVEST WEALTH MANAGEMENT | GIRARD, A UNIVEST WEALTH DIVISION | GIRARD PARTNERS LTD. | GIRARD ADVISORY SERVICES, LLC

CRD#: 39163 / SEC#: 801-60354, 8-48588

RIA
Registered Investment Advisory firm - SEC (6/14/2001 Approved)
District of Columbia
Registered Investment Advisory firm - SEC (12/31/2010 Failure to Renew)
BD
Terminated by SEC on 02/14/2011

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam
RR
Series 63
Date: 2/7/2000
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 4/21/2017
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 7/29/2014
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 11/15/1990
Investment Company Products/Variable Contracts Representative Examination

Current Firm

GP
GIRARD PARTNERS LTD.
GIRARD | UNIVEST WEALTH MANAGEMENT | GIRARD, A UNIVEST WEALTH DIVISION | GIRARD PARTNERS LTD. | GIRARD ADVISORY SERVICES, LLC

CRD#: 39163 / SEC#: 801-60354, 8-48588

RIA
Registered Investment Advisory firm - SEC (6/14/2001 Approved)
District of Columbia
Registered Investment Advisory firm - SEC (12/31/2010 Failure to Renew)
BD
Terminated by SEC on 02/14/2011
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Contact information

Main Address
555 Croton Road Suite 210, King Of Prussia, PA 19406
Mailing Address
Phone number
(610) 337-7640
Established
Pennsylvania since 03/09/1995
Firm type
Corporation
Fiscal year end
December
# of Employees
57

SEC notice filing (23 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADV PART 2A DISCLOSURE BROCHURE (1/20/2026)

Direct owners and executive officers

NamePositionCRD#
NORRIS, KEVIN BRIANPRESIDENT, CHIEF COMPLIANCE OFFICER & CHEIF INVESTMENT OFFICER2498441
SEIDEL, RICHARD BASCOMCHAIRMAN1232224
CROSSETT, THOMAS JVICE PRESIDENT SALES & MARKETING3223221

Regulatory assets under management

Total Number of Accounts4,636
AUM (Assets Under Management)$ 2,652,300,000

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

GIRARD PARTNERS LTD.

CRD#: 39163

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