PL
ChFC
PL
ChFC

Patrice Aileen Lancelot

35 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningCharitable GivingEducation PlanningTax PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
174 advisors
Number of Clients
8,671 clients
Average Client Portfolio
$234K average
Assets Under Management
$2.0B

Fee Structure

Minimum Investment:None
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Location

1630 Empire Blvd, Suite 100, Webster, NY, 14580

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History

Regulatory History
Clean regulatory record

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

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Patrice sells life insurance, annuities, and long-term care through various companies under the DBA Preferred Financial Advisors, LLC, dedicating a few hours per week. She is also the owner of Preferred Financial Advisors, LLC and an IAR at Bright Futures Wealth Management LLC, spending about a quarter of her time managing client accounts.

Employment History
Current Registrations
Silver Oak Securities, IncorporatedBroker
November 2025 - Present · 3 mos
Bright Futures Wealth Management, LLC
August 2021 - Present · 4 yrs 6 mos
Previous Registrations
Cetera Investment Advisers LLC
March 2024 - November 2025 · 1 yr 8 mos
Cetera Advisors LLCBroker
May 2011 - November 2025 · 14 yrs 6 mos
Cetera Advisors LLC
May 2011 - March 2024 · 12 yrs 10 mos
Ensemble Financial Services, INC.
March 2010 - May 2011 · 1 yr 2 mos
Ensemble Financial Services, INC.Broker
December 2008 - May 2011 · 2 yrs 5 mos
Preferred Holding CorporartionBroker
March 2000 - December 2008 · 8 yrs 9 mos
Royal Alliance Associates, INC.Broker
June 1996 - March 2000 · 3 yrs 9 mos
MML Investors Services, INC.Broker
March 1996 - June 1996 · 3 mos
G. R. Phelps & CO., INC.Broker
September 1994 - March 1996 · 1 yr 6 mos
1717 Capital Management CompanyBroker
November 1990 - June 1996 · 5 yrs 7 mos
State Registrations6 states
CTFLGANYOHSC
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Patrice Aileen Lancelot - Financial Advisor | TrueAdvisor