PL
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Patricia Lizarraga

16 Years of Experience
New York, NY

Patricia Lizarraga is a registered investment advisor at Hypatia Capital Management LLC, based in New York, NY, with 16 years of industry experience. Patricia operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 1 clients with $6.9M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
2 advisors
IM Fee
Planning only
Assets Under Management
$6.9M
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Location

430 Park Ave, 19th Floor, New York, NY, 10022

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Patricia serves as a director for Banco de Credito del Peru, a commercial bank, since May 2017. This board membership involves minimal time each month and is investment-related.

Employment History
Current Registrations
Hypatia Capital Management LLC
September 2022 - Present · 3 yrs 8 mos
Previous Registrations
Sddco Brokerage Advisors LLCBroker
May 2018 - June 2018 · 1 mo
Hypatia Capital Advisors LLCBroker
July 2009 - May 2016 · 6 yrs 10 mos
Calyon Securities (USA) INCBroker
February 2001 - May 2007 · 6 yrs 3 mos
State Registrations1 state
NY
Advisor

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.

Exams
No exam information available for this advisor.
Patricia Lizarraga - Financial Advisor | TrueAdvisor