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Patrick James Mc Nelis

SEIX INVESTMENT ADVISORS LLC·UPPER SADDLE RIVER, New Jersey
Clean recordSEIX INVESTMENT ADVISORS LLC
10 MOUNTAINVIEW ROAD, UPPER SADDLE RIVER, NJ 07458CRD# 1260939Firm CRD# 146029

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Patrick James Mc Nelis · UPPER SADDLE RIVER, NJ
Registration
CRD #1260939 · SEIX INVESTMENT ADVISORS LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Patrick James Mc Nelis is a registered financial advisor based in UPPER SADDLE RIVER, New Jersey, affiliated with SEIX INVESTMENT ADVISORS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Institutional Investors
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
VIRTUS FIXED INCOME ADVISERS, LLC
VIRTUS FIXED INCOME ADVISERS, LLC
AUM
$32.8B
Regulatory assets under management
Employees
100
Total firm employees
View all advisors at VIRTUS FIXED INCOME ADVISERS, LLC →
Services
Portfolio management (individuals)
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 1260939
Firm CRD# 146029
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Patrick James Mc Nelis offer?
Patrick James Mc Nelis specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in UPPER SADDLE RIVER, New Jersey for a consultation.
What are Patrick James Mc Nelis's credentials?
Patrick James Mc Nelis is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Patrick James Mc Nelis located?
Patrick James Mc Nelis is based in UPPER SADDLE RIVER, New Jersey, working with SEIX INVESTMENT ADVISORS LLC. Their office serves clients in the UPPER SADDLE RIVER metropolitan area and surrounding communities.
How does Patrick James Mc Nelis charge for services?
Patrick James Mc Nelis's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SEIX INVESTMENT ADVISORS LLC?
SEIX INVESTMENT ADVISORS LLC has approximately 100 employees and manages $32.8B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at SEIX INVESTMENT ADVISORS LLC

Deirdre Ann Dillon
HARTFORD, CT
Darren Philip Recupero
HARTFORD, CT
James Francis Keegan
PARK RIDGE, NJ

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Research
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