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Patrick Francis Camilli

Grant Williams LP

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About Patrick Francis Camilli

Patrick Camilli is a financial advisor with over 3 years of experience in the industry. He currently works at Grant Williams LP, based in Philadelphia, PA. Patrick Camilli holds the Series 7TO, Series 63 and Series 66 licenses and is registered in Pennsylvania. Previously, Patrick Camilli worked at Vanguard Marketing Corporation in Malvern, PA.

Firm Information

Patrick Camilli is currently registered with Grant Williams LP. Grant Williams LP is a Partnership firm that was formed on June 26, 1998. The firm is registered with the SEC and in 18 states.

Not reported

Assets Under Management

Not reported

Total Clients

39

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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Patrick Camilli’s Registration & Firm History

PA

08/17/2024 - Present

Grant Williams LP (PHILADELPHIA PA)

PA

08/22/2019 - 09/08/2022

VANGUARD MARKETING CORPORATION (MALVERN PA)

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Licenses & Designations

BOTH

Issued 10/22/2021

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/30/2019

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/22/2019

Series 7TO - General Securities Representative Examination

BC

Issued 07/25/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Patrick Francis Camilli.
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