Patrick York (CRD# 4545350) is an Investment Advisor Representative working at Premier Path Wealth Partners, LLC in Madison, NJ and has over 13 years of experience in the finance industry. Patrick York 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# 5146297
Origin Investment Advisory LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Premier Path Wealth Partners | Madison, NJ | Apr 2023 - Current | 1 |
| Bank Of America, N.a. | Florham Park, NJ | Jan 2012 - Apr 2023 | 11 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Florham Park, NJ | Sep 2011 - Apr 2023 | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Nov 2010 |
- NJ
- TX
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Total Assets Under Management814MILLIONS
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Total Number of Accounts1,622ACCOUNTS
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Average Account Value$502,140
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
CA, CO, CT, FL, LA, MA, NH, NJ, NY, OH, PA, TX
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