Patrycja Gelenberg
Patrycja Gelenberg is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in High Point, NC, with 7 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
2630 Eastchester Dr, High Point, NC, 27265
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Patrycja works as an associate/employee for Anchor Wealth Advisors, Pinnacle Asset Management, and Pinnacle Financial Partners/Pinnacle Bank, spending about half her time at each. Her duties include supporting advisors, building relationships, seeking prospects, meeting with clients, and managing investment accounts.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Bb&t Securities, LLC
Bb&t Securities, LLCBroker
State Registrations3 states
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