Patrick Pryz is a CFP-designated registered investment advisor, based in Manasquan, NJ, with 16 years of industry experience.
Location
229 E Main Street, Manasquan, NJ, 08736
Get directionsHistory
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.
Learn about disclosures →Employment History
Current Registrations
Msec, LLCBroker
April 2023 - Present · 3 yrs 3 mos
Mariner Wealth
November 2021 - Present · 4 yrs 8 mos
Previous Registrations
Millington Securities, INC.Broker
January 2017 - October 2021 · 4 yrs 9 mos
Wbi Investments, INC.
August 2016 - October 2021 · 5 yrs 2 mos
Quasar Distributors, LLCBroker
July 2016 - December 2016 · 5 mos
Funds Distributor, LLCBroker
June 2015 - July 2016 · 1 yr 1 mo
Kbs Capital Markets Group LLCBroker
July 2013 - December 2014 · 1 yr 5 mos
Strategic Advisers, INC.
September 2009 - July 2013 · 3 yrs 10 mos
Fidelity Brokerage Services LLCBroker
December 2008 - July 2013 · 4 yrs 7 mos
State Registrations4 states
MANJNYPA
AdvisorBrokerBoth
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.