Jeffrey Filone (CRD# 2651076) is an Investment Advisor Representative working at Platform Technology Partners in Woodbury, NY and has over 28 years of experience in the finance industry.
CRD# 2708116
Park Avenue Securities LLC
CRD# 811927
Cetera Investment Advisers LLC
CRD# 5473273
American Portfolios Advisors, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Platform Technology Partners | Woodbury, NY | Nov 2019 - Current | 4 |
| Spire Securities, LLC | Woodbury, NY | Nov 2019 - Current | 4 |
| Morgan Stanley Private Bank, National Association | New York, NY | Jan 2015 - Nov 2019 | 4 |
| Morgan Stanley Smith Barney | Garden City, NY | May 2009 - Nov 2019 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 1995 |
| S65 | NASAA Investment Advisors Law Examination | Feb 1999 |
- NJ
- NY
- TX
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Total Assets Under Management937MILLIONS
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Total Number of Accounts1,724ACCOUNTS
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Average Account Value$543,329
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
CA, FL, GA, MD, NH, NJ, NY, TX
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