NP
NP

Nicholas Patrico

14 Years of Experience
Clinton Township, MI
Broker

Nicholas Patrico is a registered investment advisor at Raymond James & Associates, INC., based in Clinton Township, MI, with 14 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location

19176 Hall Road, Suite 100, Clinton Township, MI, 48038

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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

Nicholas owns Geneva Contracting and Development LLC, which he intends to use for real estate acquisition, rental, and construction contracting services. He spends a few hours per week on this business.

Employment History
Current Registrations
Raymond James & Associates, INC.
February 2016 - Present · 10 yrs 3 mos
Raymond James & Associates, INC.
January 2016 - Present · 10 yrs 4 mos
Raymond James & Associates, INC.Broker
January 2016 - Present · 10 yrs 4 mos
Previous Registrations
Morgan Stanley
December 2012 - February 2016 · 3 yrs 2 mos
Morgan StanleyBroker
December 2012 - February 2016 · 3 yrs 2 mos
Multi-Bank Securities, INC.Broker
September 2011 - October 2012 · 1 yr 1 mo
Gregory J. Schwartz & CO., INC.
July 2011 - August 2011 · 1 mo
Gregory J. Schwartz & CO., INC.Broker
May 2011 - August 2011 · 3 mos
State Registrations15 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Nicholas Patrico - Financial Advisor | TrueAdvisor