Patrick Bungo, financial advisor Wesley Chapel FL

Patrick Bungo

CRD Number: 5879203
Current Firm: Cadaret Grant & Co Inc.

Patrick Bungo (CRD# 5879203) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in Wesley Chapel, FL and has over 12 years of experience in the finance industry.

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Company Name Location Dates Years
Cadaret, Grant & Company, Inc. Wesley Chapel, FL Jan 2023 - Current 1
Securities America, Inc. Wesley Chapel, FL Dec 2020 - Jan 2023 2
Securities America Advisors Wesley Chapel, FL Dec 2020 - Jan 2023 2
Cetera Investment Advisers LLC Pittsburgh, PA Aug 2017 - Dec 2020 3
Standard Bank Pasb Pittsburgh, PA Jul 2017 - Dec 2020 3
Cetera Investment Services LLC St.cloud, MN Jul 2017 - Dec 2020 3
Lpl Finanical LLC Pittsburgh, PA May 2016 - Jul 2017 1
Allegheny Valley Bank Pittsburgh, PA May 2016 - Jul 2017 1
Metlife Securities Inc. Pittsburgh, PA Jan 2015 - May 2016 1
New England Securities Pittsburgh, PA Jan 2012 - Jan 2015 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2011
S65 NASAA Investment Advisors Law Examination Jul 2017
Contact Info for Patrick B. Bungo
Phone Number: 800-288-8601
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    5,843
    MILLIONS
  • Total Number of Accounts
    23,861
    ACCOUNTS
  • Average Account Value
    $244,860
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription 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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
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, VT, WA, WI, WV, WY

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