Patrick Copeland Currall
Investment adviser representative at Seia
15 yearsExperience
1 stateRegistered in
$22.5BFirm assets
27 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
15 years in the industry.
- Ses Inc.Aug 2023 to now
- Seia LLCJul 2021 to now
- Royal Alliance Associates, Inc.Jul 2021 to Aug 2023
- CitigroupNov 2011 to Jul 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law2002
- Series 66 · Uniform Combined State Law2006
State registrations
Registered as an investment adviser representative in 1 state (CA).
Seia
Legal name: Signature Estate & Investment Advisors LLC
$22.5BAssets managed
9,833Clients
130Advisers
27 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4486686
- Firm CRD
- 108163