Patrick Reardon (CRD# 723703) is an Investment Advisor Representative working at Prudential Financial Planning Services in Paramus, NJ and has over 24 years of experience in the finance industry. Patrick Reardon has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 5366446
Legacy Care Wealth, LLC
CRD# 1420183
Financial Life Focus, LLC
CRD# 2708116
Park Avenue Securities LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Prudential Insurance Company Of America | Paramus, NJ | Sep 2021 - Current | 2 |
| Pruco Securities, LLC | Paramus, NJ | Sep 2021 - Current | 2 |
| Sa Stone Wealth Management | Andover, NJ | Dec 2019 - Sep 2021 | 1 |
| Sa Stone Investment Advisory | Andover, NJ | Dec 2019 - Sep 2021 | 1 |
| Landmark Financial | Newton, NJ | Jan 2002 - Sep 2021 | 19 |
| Quest Capital Strategies, Inc. | Lake Forest, CA | Jan 2009 - Dec 2019 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 1999 |
| S65 | NASAA Investment Advisors Law Examination | May 2006 |
- NJ
- PA
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Total Assets Under Management16,379MILLIONS
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Total Number of Accounts113,575ACCOUNTS
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Average Account Value$144,211
- 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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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