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George Reedy

Seelaus Asset Management, LLC
32 Years of Experience
Taylors, SC
2 DisclosuresBrokerSells Insurance
View SEC Summary
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George Reedy is a registered investment advisor at Seelaus Asset Management, LLC, based in Taylors, SC, with 32 years of industry experience. George is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Charitable Giving, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 273 clients with $1.7B in assets under management.

Seelaus Asset Management, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
20 advisors
Number of Clients
273 clients
Average Client Portfolio
$6.2M average
Assets Under Management
$1.7B

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%

Basic advisory fee for retail accounts can range up to 1.50% of assets under management, paid quarterly in advance. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

Taylors, SC

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Civil Bond
May 1987
Criminal
November 1984
Final Disposition
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

George is an insurance agent with RSC Financial Products LLC since 2009, selling personal insurance products. This activity requires minimal time, all during securities hours.

Employment History
Current Registrations
Seelaus Asset Management, LLC
January 2013 - Present · 13 yrs 9 mos
R. Seelaus & CO., LLC
May 2009 - Present · 17 yrs 5 mos
R. Seelaus & CO., LLCBroker
May 2009 - Present · 17 yrs 5 mos
Previous Registrations
R. Seelaus & CO., INC.
June 2009 - April 2013 · 3 yrs 10 mos
Thrivent Investment Management INC.
January 2008 - May 2009 · 1 yr 4 mos
Thrivent Investment Management INC.Broker
December 2007 - May 2009 · 1 yr 5 mos
Illington Capital, INC.Broker
April 2006 - December 2006 · 8 mos
Hines Real Estate Securities, INC.Broker
February 2004 - May 2005 · 1 yr 3 mos
American Express Financial Advisors INC.Broker
July 2003 - February 2004 · 7 mos
Ids Life Insurance CompanyBroker
July 2003 - February 2004 · 7 mos
Blackrock Investments, INC.Broker
September 1998 - January 2003 · 4 yrs 4 mos
Mfs Fund Distributors, INC.Broker
February 1995 - April 1995 · 2 mos
Mfs Financial Services, INC.Broker
August 1988 - December 1994 · 6 yrs 4 mos
State Registrations24 states
CACTDEFLGAILKYLAMAMDMIMNNCNHNJNYOHORPARISCTXVAWA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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