George Reedy
George Reedy is a registered investment advisor at Seelaus Asset Management, LLC, based in Chatham, NJ, with 31 years of industry experience. George operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 270 clients with $1.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Seelaus Asset Management's (SAM) advisory fee for retail accounts can be up to 1.5% of the value of your portfolio annually. This fee is typically paid quarterly in advance. For institutional accounts, the fee can range up to 1.0% annually, paid quarterly in arrears. Fees are negotiable. SAM also offers an automated investment program called GAISER with a $10,000 minimum.
Location
26 Main Street, Suite 304, Chatham, NJ, 07928
Get directionsHistory
Regulatory History (2)
Civil Bond
May 1987Criminal
November 1984Other 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
R. Seelaus & CO., LLC
R. Seelaus & CO., LLCBroker
Previous Registrations
R. Seelaus & CO., INC.
Thrivent Investment Management INC.
Thrivent Investment Management INC.Broker
Illington Capital, INC.Broker
Hines Real Estate Securities, INC.Broker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
Blackrock Investments, INC.Broker
Mfs Fund Distributors, INC.Broker
Mfs Financial Services, INC.Broker
State Registrations24 states
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.