Patrick Van roten

from Platform Technology Partners
SEC regulated
Regulated Investment Advisor
Patrick Van roten is a financial advisor based in New York, New York, with 27 years of experience. Patrick currently works for Platform Technology Partners. Patrick maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S65 (Uniform Investment Adviser Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Patrick Van roten works at Platform Technology Partners
Platform Technology Partners is a financial advisory firm based in New York, New York. It currently has approximately $631,061,776 of assets under management and employs about 12 people. Platform Technology Partners uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Investment Adviser Law Examination (S65)
Years registered
8 years
Fee structure
A percentage of assets under your management, hourly charges and fixed fees
Office location
40 Wall Street, 17th Floor, New York, New York, 10005

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