Patrick Fazio, financial advisor Key Largo FL

Patrick Fazio

CRD Number: 2253731
Current Firm: Raymond James Financial Services Advisors, Inc.

Patrick Fazio (CRD# 2253731) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Key Largo, FL and has over 31 years of experience in the finance industry.

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Company Name Location Dates Years
Raymond James Financial Services Advisors Inc. Key Largo, FL Feb 2015 - Current 9
Raymond James Financial Services, Inc. Key Largo, FL Jan 2015 - Current 9
Chapman & Cardwell Capital Management Key Largo, FL Jan 2015 - Current 9
Coral Shore High School Tavemier, FL Oct 2016 - Jun 2020 3
Wells Fargo Advisors Financial Network LLC Marathon, FL Feb 2011 - Jan 2015 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1992
S66 NASAA Uniform Combined State Law Examination Jan 2009
Contact Info for Patrick J. Fazio
Phone Number: 727-567-3020
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    275,430
    MILLIONS
  • Total Number of Accounts
    985,117
    ACCOUNTS
  • Average Account Value
    $279,591
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • 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)
  • Educational seminars/workshops
  • Other
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, WY

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