Mary Parker
Mary Parker is a registered investment advisor at Seelaus Asset Management, LLC, based in summit, NJ, with 32 years of industry experience. Mary 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
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
Location
summit, NJ
Get directionsHistory
Regulatory History (1)
Customer Dispute
October 2019Other Business ActivitiesSells Insurance
Mary is an insurance agent with RSC Financial Products LLC since 2008, dedicating minimal time each week to selling personal insurance products. She is also a trustee for the Mary Stackhouse Foundation since 2016, devoting minimal time each month.
Employment History
Current Registrations
Seelaus Asset Management, LLC
R. Seelaus & CO., LLC
R. Seelaus & CO., LLCBroker
Previous Registrations
R. Seelaus & CO., INC.
Mcconnell, Budd & Romano, INC.Broker
State Registrations12 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.