Patrick Fillette
Patrick Fillette is a ChFC-designated registered investment advisor at Cetera Investment Advisers LLC, based in New Paltz, NY, with 32 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
70 N. Putt Corners Road, New Paltz, NY, 12561
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Patrick co-owns High Peaks West Property LLC, a vacation home rental, and Adirondack West Properties LLC, a commercial building rental, dedicating minimal time to the latter and a few hours per week to the former. He is also the President/Financial Professional for Clearpath Advisors, Inc., spending about a quarter of his time on this financial services DBA.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Financial Specialists LLC
Cetera Financial Specialists LLCBroker
Previous Registrations
C. J. M. Planning CORP.Broker
State Registrations16 states
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