Patrick Perrotta
Patrick Perrotta is a registered investment advisor at Cetera Investment Advisers LLC, based in Lombard, IL, with 20 years of industry experience. Patrick operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
101 Orchard Terrace, Lombard, IL, 60148
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Patrick operates his investment business under the DBA name Hurt & Associates/Hurt & Associates, Inc. This financial services activity takes nearly full-time.
Employment History
Current Registrations
Cetera Financial Specialists LLCBroker
Cetera Investment Advisers LLC
Previous Registrations
Ameriprise Financial Services, INC.Broker
Ameriprise Financial Services, INC.
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
H. Beck, INC.
H. Beck, INC.Broker
Morgan Stanley
Morgan Stanley Dw INC.Broker
Allied Capital Group, INC.Broker
Dunhill Investments LTD.Broker
State Registrations7 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.