Patrick Duquenne, financial advisor Coral Gables FL

Patrick Duquenne

CRD Number: 5094204
Current Firm: Aureus Wealth Management LLC

Patrick Duquenne (CRD# 5094204) is an Investment Advisor Representative working at Aureus Wealth Management LLC in Coral Gables, FL and has over 16 years of experience in the finance industry.

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Company Name Location Dates Years
Aureus Wealth Management LLC Surfside, FL Jun 2013 - Current 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2007
S65 NASAA Investment Advisors Law Examination Sep 2007
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, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Patrick Duquenne
Phone Number: 561-358-8644
Registered State(s):
  • FL
Current Firm Details
Aureus Wealth Management LLC
Firm's CRD Number: 168217
By the Numbers
  • Total Assets Under Management
    1
    MILLIONS
  • Total Number of Accounts
    7
    ACCOUNTS
  • Average Account Value
    $153,267
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States

FL

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