Daniel Pattee, financial advisor Carlsbad CA
93 score

Daniel Pattee

CRD Number: 3104234
Current Firm: Navy Federal Asset Management, LLC

Daniel Pattee (CRD# 3104234) is an Investment Advisor Representative working at Navy Federal Asset Management, LLC in Carlsbad, CA and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
Navy Federal Asset Management, LLC Herndon, VA Sep 2007 - Current 9
Navy Federal Brokerage Services, LLC Vienna, VA Jul 2006 - Current 10
Navy Federal Financial Group Carlsbad, CA Jan 2006 - Current 10
Cuna Brokerage Services, Inc. Waverly, IA Apr 2001 - Sep 2006 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1998
S65 NASAA Investment Advisors Law Examination May 1999
Contact Info for Daniel T. Pattee
Phone Number: 877-221-8108
Registered State(s):
  • AZ
  • CA
  • CO
  • FL
  • HI
  • ID
  • IL
  • MO
  • NV
  • OH
  • SC
  • SD
  • TX
  • WA
  • MI
By the Numbers
  • Total Assets Under Management
    159
    MILLIONS
  • Total Number of Accounts
    1,117
    ACCOUNTS
  • Average Account Value
    $142,057
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • 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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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