Patrick Michael Patalino
Professional Summary
Patrick Michael Patalino, who also goes by Pat Patalino, Patrick Patalino, is a registered financial advisor currently at BARON CAPITAL, INC. located in New York, New York. Patrick is registered as a RR (Registered Representative) and started their career in finance in 2006. Patrick has worked at 2 firms.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Pat Patalino, Patrick Patalino
Similar Advisors
LPL FINANCIAL LLC
LPL FINANCIAL LLC
PROTOCOL WEALTH, LLC
MORGAN STANLEY
Videos & Posts
This advisor has not added any videos or posts yet.
Similar Advisors
LPL FINANCIAL LLC
LPL FINANCIAL LLC
PROTOCOL WEALTH, LLC
MORGAN STANLEY
Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
Similar Advisors
LPL FINANCIAL LLC
LPL FINANCIAL LLC
PROTOCOL WEALTH, LLC
MORGAN STANLEY
Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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.
Similar Advisors
LPL FINANCIAL LLC
LPL FINANCIAL LLC
PROTOCOL WEALTH, LLC
MORGAN STANLEY
Years of Experience
2 years in the financial services industry
Current & Past Employments
Similar Advisors
LPL FINANCIAL LLC
LPL FINANCIAL LLC
PROTOCOL WEALTH, LLC
MORGAN STANLEY
Current Firm
BARON CAPITAL, INC. | BARON CAPITAL, INC. (NY)
Contact Information
Main Address
767 Fifth Avenue 48th Floor, New York, NY 10153Mailing Address
767 Fifth Avenue 48th Floor, New York, NY 10153Phone Number
(212) 583-2000Established
New York since 03/16/1982Firm Type
CorporationFiscal Year End
FebruaryFirm Size
SmallFINRA licenses (53 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| BARON CAPITAL GROUP, INC. | SHAREHOLDER | — |
| BARON, RONALD STEPHEN | FOUNDER AND CHIEF EXECUTIVE OFFICER | 13187 |
| BALTOVSKI, ALEXANDER | FINANCIAL & OPERATIONS PRINCIPAL, PRINCIPAL FINANCIAL OFFICER, PRINCIPAL OPERATIONS OFFICER | 2350828 |
| BARON, DAVID ROBERT | CO-PRESIDENT | 3245808 |
| BARON, MICHAEL R. | CO-PRESIDENT | 4393612 |
| BEASLEY, LOUIS BARRETT | MANAGING DIRECTOR, CHIEF COMPLIANCE OFFICER | 3156061 |
| GREENBERG, CLIFFORD | SENIOR MANAGING DIRECTOR, CO-CIO | 2292041 |
| NAGLER, ANITA MARIE | DIRECTOR | 2503631 |
| PATALINO, PATRICK MICHAEL | SENIOR MANAGING DIRECTOR, CHIEF OPERATING OFFICER | 4481185 |
| PECK, ANDREW JOSHUA | SENIRO MANAGING DIRECTOR, CO=CIO | 5348729 |
| ROBBINS, SUSAN JAN | SENIOR MANAGING DIRECTOR | 840688 |
| TREGLIA, KRISTINE F | MANAGING DIRECTOR, CHIEF LEGAL OFFICER | 6384500 |
Disclosures
Regulatory Event
8Similar Advisors
LPL FINANCIAL LLC
LPL FINANCIAL LLC
PROTOCOL WEALTH, LLC
MORGAN STANLEY
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.
The advisor shows no other business activity.
Similar Advisors
LPL FINANCIAL LLC
LPL FINANCIAL LLC
PROTOCOL WEALTH, LLC
MORGAN STANLEY
State Registrations and Notice Filings
(8/13/2025)
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
SRO Registrations
Similar Advisors
LPL FINANCIAL LLC
LPL FINANCIAL LLC
PROTOCOL WEALTH, LLC
MORGAN STANLEY
CRS (Client Relationship Summary) - BD
Click below to view Patrick Michael Patalino's CRS (Customer Relationship Summary).
Similar Advisors
LPL FINANCIAL LLC
LPL FINANCIAL LLC
PROTOCOL WEALTH, LLC
MORGAN STANLEY
