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).

Current Firm Details
40 Wall Street, 17th Floor, New York, NY 10005
https://www.neprivatewealth.com
By the Numbers
  • Total Assets Under Management
    937
    MILLION
  • Total Number of Accounts
    1,724
    ACCOUNTS
  • Average Account Value
    $543,329
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, FL, GA, MD, NH, NJ, NY, TX

Financial Advisors at Platform Technology Partners
Showing 1 - 7 of 7 top financial advisors.
1
Jeffrey Filone, financial advisor Woodbury NY
Jeffrey Filone
CRD#: 2651076
135 Crossways Park Drive, Suite 404, Woodbury, NY 11797

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.

2
Matthew Shapiro, financial advisor Woodbury NY
Matthew S. Shapiro
CRD#: 5561680
135 Crossways Park Drive, Suite 404, Woodbury, NY 11797

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.

3
Patrick Moran, financial advisor New York NY
Patrick K. Moran
CRD#: 2502331
40 Wall Street, 17th Floor, New York, NY 10005

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.

4
Stephen Nicholas, financial advisor Woodbury NY
Stephen J. Nicholas
CRD#: 7266265
135 Crossways Park Dr,, Ste 404, Woodbury, NY 11797

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.

5
Nathaniel Simkins, financial advisor North Augusta SC
Nathaniel T. Simkins
CRD#: 7492642
43 Crystal Lake Dr Ste 200, North Augusta, SC 29841

Nathaniel Simkins (CRD# 7492642) is an Investment Advisor Representative working at Platform Technology Partners in North Augusta, SC and has 1 year of experience in the finance industry.

6
Joseph Spina, financial advisor New York NY
Joseph D. Spina
CRD#: 6598280
40 Wall Street, 17th Floor, New York, NY 10005

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.

7
Patrick Van Roten, financial advisor Woodbury NY
Patrick M. Van Roten
CRD#: 2892385
135 Crossways Park Drive, Suite 404, Woodbury, NY 11797

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.

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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