Kenneth Patsey, financial advisor Chagrin Falls OH

Kenneth Patsey

CRD Number: 1396728
Current Firm: Wisdom Investment Strategies, LLC

Kenneth Patsey (CRD# 1396728) is an Investment Advisor Representative working at Wisdom Investment Strategies, LLC in Chagrin Falls, OH and has over 14 years of experience in the finance industry.

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Company Name Location Dates Years
Manufacturing Works Cleveland, OH Feb 2019 - Current 5
Wisdom Investment Strategies, LLC Rocky River, OH May 2016 - Current 7
Independent Business Consultant Rocky River, OH Jan 2016 - May 2016 < 1
Ghs Trading LLC New York, NY May 2015 - Jan 2016 < 1
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Global Hunter Securities, LLC Chicago, IL Sep 2014 - Sep 2014 < 1
First Analysis Securities Corporation Chicago, IL Jan 2010 - Sep 2014 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 2010
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 Kenneth J. Patsey
Phone Number: 440-435-9010
Registered State(s):
  • OH
Current Firm Details
Wisdom Investment Strategies, LLC
Firm's CRD Number: 284236
By the Numbers
  • Total Assets Under Management
    12
    MILLIONS
  • Total Number of Accounts
    27
    ACCOUNTS
  • Average Account Value
    $427,499
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
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
  • Other
Types of Clients
Registered States

OH

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