Patrick Ceccacci (CRD# 5814596) is an Investment Advisor Representative working at Prosperiant Wealth Management, LLC in Hoboken, NJ and has over 12 years of experience in the finance industry.
CRD# 5366446
Legacy Care Wealth, LLC
CRD# 1420183
Financial Life Focus, LLC
CRD# 2708116
Park Avenue Securities LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Prosperiant Wealth Management, LLC | Hoboken, NJ | Dec 2023 - Current | < 1 |
| Laidlaw Company | New York, NY | Feb 2019 - Current | 5 |
| Laidlaw Wealth Management | New York, NY | Feb 2019 - Current | 5 |
| Laidlaw Wealth Management | New York, NY | Feb 2019 - Dec 2023 | 4 |
| Bank Of America, N.a. | Upper Montclair, NJ | Aug 2012 - Feb 2019 | 6 |
| Merrill Lynch | New York, NY | Apr 2012 - Feb 2019 | 6 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Upper Montclair, NJ | Mar 2012 - Feb 2019 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 2011 |
| S65 | NASAA Investment Advisors Law Examination | Jan 2012 |
- NJ
-
Total Assets Under Management42MILLIONS
-
Total Number of Accounts96ACCOUNTS
-
Average Account Value$437,500
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
NJ
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