DP
Donald A. Patane
Some features on this profile are disabled
CRD#: 4355369
DP
Donald Andrew Patane JR.
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Donald Andrew Patane JR., who also goes by Don Patane, was a registered financial professional .
Donald is a previously registered financial professional and started their career in finance in 2001. Donald had worked at 4 firms and has passed the Series 63, SIE and Series 7 exams.
Aliases
Don Patane
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Business Name: Aflac Investment Related: No Address: 22 corporate woods bvld albany NY 12211 Nature of Business: Insurance Position, Title or Relationship: agent selling their insurance Start Date: 3/1/2010 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: agent selling insuranceBusiness Name: GERONTOLOGY PROFESSIONALS OF NY Investment Related: No Address: PO BOX 1775 MINEOLA NY 11501 Nature of Business: Other Other/None of the Above networking group Position, Title or Relationship: treasurer Start Date: 9/1/2008 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: collected dues.. paying bills, working with membership.. acting as a board memberBusiness Name: LEVITTOWN CHAMBER OF COMMERCE Investment Related: No Address: HEMPSTEAD TURNPIKE LEVITTOWN NY 11756 Nature of Business: Board Position (Board of Directors, Board of Trustees, etc.) Position, Title or Relationship: Director/Past President Start Date: 1/1/2015 Hours per month: 11% - 20% (17 - 32 hours) Hours per month during trading hours: 11% - 20% (15 - 28 hours) Duties: run board meeting and general meeting to help promote local business for the chamber of commerceBusiness Name: Main Street Financial Services Investment Related: Yes Address: 42 Anchor Lane Levittown NY 11756 Nature of Business: Registered Rep Activities through Kestra Investment Services, LLC using a DBA name Position, Title or Relationship: registered rep Start Date: 10/1/2007 Hours per month: 100%+ (More than 160 hours) Hours per month during trading hours: 91% - 100% (127 - 140 hours) Duties: financial advising.. investments and insuranceBusiness Name: NEWBROOK INSURANCE AGENCY Investment Related: No Address: 14 ROOSEVELT AVE PORT JEFF STA NY 11776 Nature of Business: Insurance Position, Title or Relationship: Other,I USE THEM AS A GENERAL AGENT FOR LIFE INSURANCE.... NO OWNERSHIP Start Date: 11/1/2004 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: no duties.. use them as a general agentBusiness Name: RVP Services Inc Investment Related: No Address: 42 anchor lane levittown NY 11756 Nature of Business: Other Other/None of the Above pay bills Position, Title or Relationship: president Start Date: 2/25/2009 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: pay billsBusiness Name: Kestra Advisory Services, LLC Investment Related: Yes Address: 5707 Southwest Parkway Building 2, Suite 400 Austin TX 78735 Nature of Business: Investment Advisory services through Kestra Advisory Services, LLC Position, Title or Relationship: Investment Advisor Representative Start Date: 4/4/2016 Hours per month: Up to 100% (0 to 160 hours) Hours per month during trading hours: Up to 100% (0 to 160 hours) Duties: Investment advisory servicesBusiness Name: Nassau Council of Chambers of Commerce Investment Related: No Address: Nassau Council of Chambers of Commerce Bellmore NY 11710 Nature of Business: Board Position (Board of Directors, Board of Trustees, etc.) Position, Title or Relationship: member of board of directors Start Date: 11/1/2018 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: attend meeting and discuss issues YES COMMUNITY COUNSELING CENTER POSITION: board of director NATURE: Board position (Board of Directors, Board of Trustees, etc.) INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 11/15/2021 ADDRESS: 75 Grand Ave, Massappequa NY 11758, United States DESCRIPTION: board members are volunteers that provide general oversight as well as develop and support the agency functions and fundraisers
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Past
June 22, 2021 - December 31, 2025
KESTRA ADVISORY SERVICES, LLC
RIA
CRD#: 283330
LEVITTOWN, NY
Past
October 3, 2007 - December 31, 2025
KESTRA INVESTMENT SERVICES, LLC
BD
CRD#: 42046
LEVITTOWN, NY
Past
December 11, 2003 - October 9, 2007
1717 CAPITAL MANAGEMENT COMPANY
BD
CRD#: 4082
KINGS PARK, NY
Past
May 4, 2001 - November 19, 2003
VERAVEST INVESTMENTS, INC.
BD
CRD#: 3960
WORCESTER, MA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
KA
KESTRA ADVISORY SERVICES, LLC
KESTRA ADVISORY SERVICES, LLC | NFP ADVISOR SERVICES LLC
CRD#: 283330 / SEC#: 801-56126
RIA
Registered Investment Advisory firm - (12/31/1998 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
This advisor is not registered in any state.
Exams
What does exam status mean?
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
KA
KESTRA ADVISORY SERVICES, LLC
KESTRA ADVISORY SERVICES, LLC | NFP ADVISOR SERVICES LLC
CRD#: 283330 / SEC#: 801-56126
RIA
Registered Investment Advisory firm - (12/31/1998 Approved)Loading...
Contact information
Main Address
5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735
Mailing Address
Phone number
(844) 553-7872
Established
Firm type
Fiscal year end
# of Employees
1,359
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 192,439 |
| AUM (Assets Under Management) | $ 79,798,091,767 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 12/01/2025 | ||
| 12/23/2024 | ||
| 10/20/2023 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
