Jeffrey Filone is a registered investment advisor at Platform Technology Partners, based in Woodbury, NY, with 30 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 771 clients with $1.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
PTP generally charges an annual fee based on a percentage of the average daily value of the assets being managed. The annual fee is in addition to brokerage commissions, transaction fees, and other related costs. The fee is charged monthly or quarterly, in arrears, based on the average daily value of the assets. The total annual management fee is the sum of the program fee, advisory fee, and administration fee(s), and may not exceed 3.00%. PTP may invest client assets in private funds managed by PTP, which also incur asset-based management fees and potentially performance-based fees.
Location
135 Crossways Park Drive, Suite 404, Woodbury, NY, 11797
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jeffrey is an IAR and member of Northeast Private Wealth Management LLC, dedicating full-time hours to these duties. He also owns 63 Forest Ave Holding Co, LLC, spending a few hours per week on real estate management and receiving compensation through rental income.
Employment History
Current Registrations
Platform Technology Partners
Spire Securities, LLCBroker
Previous Registrations
Morgan Stanley
Morgan Stanley Smith Barney LLC
Morgan StanleyBroker
Morgan Stanley Smith Barney LLC
Morgan Stanley & CO. Incorporated
Morgan Stanley & CO. IncorporatedBroker
UBS Financial Services INC.
UBS Financial Services INC.Broker
Janney Montgomery Scott INC.Broker
Janssen-Meyers Associates, L.P.Broker
State Registrations9 states
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