Patrick ChauCRD Number: 6225026
Current Firm: Consolidated Portfolio Review Corp
Patrick Chau (CRD# 6225026) is an Investment Advisor Representative working at Consolidated Portfolio Review Corp in Locust Valley, NY and has over 3 years of experience in the finance industry.
Legacy Care Wealth, LLC
Altium Wealth Management LLC
Karagosian Financial Services, Inc.
|Sterling Monroe Securites, LLC||Locust Valley, NY||Jul 2013 - Current||3|
|Consolidated Portfolio Review Corp.||Locust Valley, NY||Jul 2013 - Current||3|
|Emory University||Atlanta, GA||Aug 2010 - Jun 2014||3|
|Diefendorf Capital Planning||Locust Valley, NY||Jun 2013 - Jul 2013||< 1|
|J.p. Morgan Securities||New York, NY||May 2012 - Jul 2012||< 1|
|F. Chau & Associates||Woodbury, NY||Jul 2010 - Aug 2010||< 1|
|Cold Spring Harbor High School||Cold Spring Harbor, NY||Sep 2005 - Jun 2010||4|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jul 2013|
Total Assets Under Management174MILLIONS
Total Number of Accounts872ACCOUNTS
Average Account Value$199,048
- A percentage of assets under your management
- 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)
CA, CT, FL, GA, MD, NC, NH, NJ, NY, PA, SC, SD, TX, VA
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