Unclaimed Profile

Patrick James Mc Nelis

SEIX INVESTMENT ADVISORS LLC·UPPER SADDLE RIVER, New Jersey

SIE, Series 6, Series 7, Series 24, Series 63, Series 65, Series 66Clean record23 years registeredSEIX 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 · 23 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: SEIX INVESTMENT ADVISORS LLC

PNC CAPITAL ADVISORS LLC

Jul 2016 – Sep 2020

East Brunswick, NJ

SEIX INVESTMENT ADVISORS LLC

Apr 2014 – Jun 2015

PARK RIDGE, NJ

PRINCIPAL GLOBAL INVESTORS

Jul 2006 – Mar 2008

NEW YORK, NY

CITIGROUP GLOBAL MARKETS INC.

Oct 2002 – Dec 2005

NEW YORK, NY

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 24

Series 63

Series 65

Series 66

Registration record

First registered · October 17, 2002

Years registered · 23

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

VIRTUS FIXED INCOME ADVISERS, LLC

CRD 146029 · SEC 801-68743

AUM

$32.8B

Regulatory assets under management

Employees

100

286 client accounts

Services offered by VIRTUS FIXED INCOME ADVISERS, LLC

Per Form ADV

Portfolio management (individuals)

Portfolio management (pooled investments)

Pension consulting

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

Pension & Retirement Plans

View all advisors at VIRTUS FIXED INCOME ADVISERS, LLC →

Introduction

Speak with Patrick

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Patrick is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in UPPER SADDLE RIVER?

Browse all registered financial advisors in UPPER SADDLE RIVER, New Jersey or claim this profile if it's yours.

Browse UPPER SADDLE RIVER Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Patrick James Mc Nelis offer?

Patrick James Mc Nelis specializes in Investment Management, Retirement Planning, Wealth Management.

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, last registered with SEIX INVESTMENT ADVISORS LLC.

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.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →