Patrick Ziegler (CRD# 5738995) is an Investment Advisor Representative working at Innovative Advisory Group in Burnt Hills, NY and has 1 year of experience in the finance industry.
CRD# 1063197
Lpl Financial LLC
CRD# 6091481
The Ayco Company, LP
CRD# 5123632
Cetera Investment Advisers LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Innovative Advisory Group, LLC | Burnt Hills, NY | Mar 2023 - Current | 1 |
| Ascendium Education Solutions | Madison, WI | Jun 2020 - Current | 3 |
| Stride Funding | Boston, MA | Mar 2020 - Jun 2020 | < 1 |
| Wells Fargo Education Financial Services | Sioux Falls, SD | Feb 2014 - Mar 2020 | 6 |
| Town Of Ballston | Ballston, NY | Jan 2014 - Dec 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Feb 2023 |
- NY
-
Total Assets Under Management129MILLIONS
-
Total Number of Accounts782ACCOUNTS
-
Average Account Value$164,962
- 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)
AZ, CA, CO, CT, FL, LA, MA, MD, ME, MI, MN, NC, NH, NJ, NY, PA, SC, TX, VA, WA
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