Robert Batick, financial advisor Guilford CT

Robert Batick

CRD Number: 2192524
Current Firm: The Patriot Financial Group, LLC

Robert Batick (CRD# 2192524) is an Investment Advisor Representative working at The Patriot Financial Group, LLC in Guilford, CT and has over 29 years of experience in the finance industry.

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Company Name Location Dates Years
Securities America, Inc. Guilford, CT May 2021 - Current < 1
The Patriot Financial Group, LLC Guilford, CT May 2021 - Current < 1
Whitfield Management, LLC Guilford, CT Jun 2011 - Current 10
Whitfield Retirement Services, LLC Guilford, CT Jun 2011 - Current 10
Westport Capital Markets, LLC Guilford, CT Jun 2011 - May 2021 9
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1992
S65 NASAA Investment Advisors Law Examination Jan 1994
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Robert C. Batick
Phone Number: (508) 251-6100
Registered State(s):
  • CT
By the Numbers
  • Total Assets Under Management
    1,026
    MILLIONS
  • Total Number of Accounts
    4,103
    ACCOUNTS
  • Average Account Value
    $249,939
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AZ, CA, CT, FL, LA, MA, MD, ME, MI, NC, NE, NH, NJ, NV, NY, OH, PA, RI, SC, TX, VA, VT

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