Peter SeelausCRD Number: 1876351
Current Firm: Woodbury Financial Services, Inc.
Peter Seelaus (CRD# 1876351) is an Investment Advisor Representative working at Woodbury Financial Services, Inc. in West Chester, PA and has over 10 years of experience in the finance industry.
Clothier Springs Capital Management, LLC
Triad Advisors, Inc.
Newbridge Wealth Management
|Woodbury Financial Services, Inc.||Paoli, PA||Jun 2007 - Current||9|
|Employee Benefit Specialist, Inc.||Paoli, PA||Sep 2006 - Current||10|
|Beacon Group||King Of Prussia, PA||Oct 2004 - Sep 2006||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 2006|
Total Assets Under Management2,697MILLIONS
Total Number of Accounts14,956ACCOUNTS
Average Account Value$180,319
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV