Jeffrey Petrone, financial advisor West Palm Beach FL
56 score

Jeffrey Petrone

CRD Number: 4493858
Current Firm: Sageview Advisory Group, LLC

Jeffrey Petrone (CRD# 4493858) is an Investment Advisor Representative working at Sageview Advisory Group, LLC in West Palm Beach, FL and has over 12 years of experience in the finance industry.

Similar Advisors
Joshua Davis, financial advisor West Palm Beach FL
Joshua S. Davis
CRD# 5548317
Castle Wealth Management
Score
103
Similar Advisors
Pericles Gregoriou, financial advisor West Palm Beach FL
Pericles P. Gregoriou
CRD# 2416527
United Capital Financial Advisers
Score
103
Similar Advisors
Paul Miller, financial advisor West Palm Beach FL
Paul B. Miller
CRD# 1759970
Indian River Financial Group, Inc.
Score
103
Company Name Location Dates Years
Cetera Advisor Networks LLC El Segundo, CA Jan 2013 - Current 3
Financial Network El Segundo, CA Oct 2007 - Dec 2012 5
N/a Plantation, FL Jul 2007 - Sep 2007 < 1
Mercer H&b Sunrise, FL Oct 2005 - Jun 2007 1
Mmc Securities Corp. Sunrise, FL Jun 2003 - Jun 2007 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 2004
S65 NASAA Investment Advisors Law Examination Dec 2005
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, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Financial Issue
  • Employer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Jeffrey M. Petrone
Phone Number: 949-955-1395
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    43,947
    MILLIONS
  • Total Number of Accounts
    1,587
    ACCOUNTS
  • Average Account Value
    $27,691,682
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
  • Educational seminars/workshops
Types of Clients
Registered States

AL, AR, AZ, CA, CO, DC, FL, GA, HI, IA, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, NC, NE, NH, NJ, NV, NY, OH, OR, PA, SC, TN, TX, VA, WI

Ready to hire a financial advisor? Get competitive proposals from Jeffrey Petrone and other advisors.
BADGES
56

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.