Platform Technology Partners
Platform Technology Partners (CRD# 305602) is a financial advisory firm headquartered in New York, NY. They manage $936,699,274 in 1,724 accounts and serve the financial needs of clients across 8 states (or territories).
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Total Assets Under Management937MILLION
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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
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.
Matthew Shapiro (CRD# 5561680) is an Investment Advisor Representative working at Platform Technology Partners in Woodbury, NY and has over 15 years of experience in the finance industry.
Patrick Moran (CRD# 2502331) is an Investment Advisor Representative working at Platform Technology Partners in New York, NY and has over 26 years of experience in the finance industry.
Stephen Nicholas (CRD# 7266265) is an Investment Advisor Representative working at Platform Technology Partners in Woodbury, NY and has over 3 years of experience in the finance industry.
Nathaniel Simkins (CRD# 7492642) is an Investment Advisor Representative working at Platform Technology Partners in New York, NY and has 1 year of experience in the finance industry.
Joseph Spina (CRD# 6598280) is an Investment Advisor Representative working at Platform Technology Partners in New York, NY and has over 8 years of experience in the finance industry.
Patrick Van Roten (CRD# 2892385) is an Investment Advisor Representative working at Platform Technology Partners in Woodbury, NY and has over 26 years of experience in the finance industry.