Patricia Piatt, financial advisor Beaver PA
93 score

Patricia Piatt

CRD Number: 3176227
Current Firm: The Huntington Investment Company

Patricia Piatt (CRD# 3176227) is an Investment Advisor Representative working at The Huntington Investment Company in Beaver, PA and has over 17 years of experience in the finance industry.

Similar Advisors
Jennifer Wolfe, financial advisor Beaver PA
Jennifer R. Wolfe
CRD# 4598231
Wealthcare Capital Management LLC
Score
106
Similar Advisors
Chris Rondinelli, financial advisor Beaver PA
Chris A. Rondinelli
CRD# 5577988
Lpl Financial LLC
Score
103
Similar Advisors
August Consiglio, financial advisor Beaver PA
August D. Consiglio
CRD# 1516553
Nfp Advisor Services, LLC
Score
103
Company Name Location Dates Years
The Huntington Investment Company Columbus, OH May 2012 - Current 4
Patty Rose Consulting Sewickley, PA Jun 2004 - Current 12
Mary Kay Cosmetics Sewickley, PA Mar 2009 - Dec 2013 4
First Niagara Cranberry Twp, PA Sep 2009 - May 2012 2
Lpl Financial Charlotte, NC Sep 2009 - May 2012 2
Natcity Investments Inc. Cleveland, OH Jun 2008 - Sep 2009 1
Wachovia Securities, LLC Pittsburgh, PA Jan 2008 - Jun 2008 < 1
Wachovia Securities, LLC Pittsburgh, PA Jan 2008 - Jun 2008 < 1
A. G. Edwards & Sons, Inc. Pittsburgh, PA Nov 2006 - Jan 2008 1
Tn Women's Economic Foundation Nashville, TN Apr 2006 - Oct 2006 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1999
S66 NASAA Uniform Combined State Law Examination Jul 2005
Contact Info for Patricia R. Piatt
Phone Number: 800.322.4600
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    734
    MILLIONS
  • Total Number of Accounts
    7,522
    ACCOUNTS
  • Average Account Value
    $97,589
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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)
Types of Clients
Registered States

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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES
93
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.