Patriot Asset Advisors, LLC

Patriot Asset Advisors, LLC (CRD# 293632) is a financial advisory firm headquartered in Pataskala, OH. They manage $39,981,587 in 387 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
7889 E Broad St Sw, Pataskala, OH 43062
http://www.patadvisors.com
By the Numbers
  • Total Assets Under Management
    40
    MILLION
  • Total Number of Accounts
    387
    ACCOUNTS
  • Average Account Value
    $103,312
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

OH

Financial Advisors at Patriot Asset Advisors, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Richard Stocker, financial advisor Pataskala OH
Richard A. Stocker
CRD#: 2573644
7889 E Broad St Sw, Pataskala, OH 43062

Richard Stocker (CRD# 2573644) is an Investment Advisor Representative working at Patriot Asset Advisors, LLC in Pataskala, OH and has over 29 years of experience in the finance industry.

2
Jonathan Taylor, financial advisor Pataskala OH
Jonathan D. Taylor
CRD#: 2161627
7889 E Broad St Sw, Pataskala, OH 43062

Jonathan Taylor (CRD# 2161627) is an Investment Advisor Representative working at Patriot Asset Advisors, LLC in Pataskala, OH and has over 32 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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