Patrick F. Camilli
Professional summary
Patrick Francis Camilli, who also goes by Patrick Camilli, Pat Francis Camilli, Patrick Francis Camilli, is a registered financial professional currently at GRANT WILLIAMS L.P. located in Philadelphia, Pennsylvania.
Patrick is registered as a RR (Registered Representative) and started their career in finance in 2019. Patrick has worked at 3 firms and has passed the Series 66, Series 63, Series 7TO and SIE exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Patrick Francis Camilli's CRS (Customer Relationship Summary).
Certified licenses
Experience
August 17, 2024 - Present
GRANT WILLIAMS L.P.
Office #1: 1650 Market Street 53rd Floor, Philadelphia, PA 19103October 25, 2021 - September 8, 2022
VANGUARD ADVISERS, INC.
August 22, 2019 - September 8, 2022
VANGUARD MARKETING CORPORATION
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(8/17/2024)
Exams
Series 7TO
Date: 8/22/2019
General Securities Representative ExaminationFINRA
Current Firm
GRANT WILLIAMS L.P.
CRD#: 45961 / SEC#: , 8-51249
Contact information
FINRA licenses (20 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 | 2 |
Red Flags
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