Patrick PerrottaCRD Number: 1546394
Current Firm: Cetera Investment Advisers LLC
Patrick Perrotta (CRD# 1546394) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Lombard, IL and has over 17 years of experience in the finance industry.
Sequoia Wealth Management, LLC
Hightower Advisors, LLC
Highpoint Planning Partners
|Cetera Financial Specialists, LLC||Schaumburg, IL||Nov 2017 - Current||5|
|Cetera Investment Advisers, LLC||Schaumburg, IL||Nov 2017 - Current||5|
|Hurt & Associates / Hurt & Associates, Inc.||Lombard, IL||Nov 2017 - Current||5|
|Ameriprise Financial Services, Inc.||Schaumburg, IL||Aug 2016 - Oct 2017||1|
|Wells Fargo Advisors LLC||Woodstock, IL||Dec 2013 - Aug 2016||2|
|H. Beck, Inc.||Rockville, MD||Sep 2006 - Dec 2013||7|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 2005|
|S65||NASAA Investment Advisors Law Examination||Aug 2005|
Total Assets Under Management33,356MILLIONS
Total Number of Accounts176,986ACCOUNTS
Average Account Value$188,469
- 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
- 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
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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