PF
Patricio Filippi
CHRONOS CAPITAL ADVISORS LLC
Miami, FL 33131
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CRD#: 4849502
PF
Professional summary
Patricio Filippi is a registered financial advisor currently at CHRONOS CAPITAL ADVISORS LLC located in Miami, Florida.
Patricio is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Patricio has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
JLE MANAGEMENT, LLC MIAMI, FL NOT SECURITIES OR INVESTMENT RELATED BUSINESS AFFILIATION BEGAN MARCH 2013 TITLE: MANAGER DUTIES: NONE NO TIME DEVOTED TO THE BUSINESS PMC FUND LLC, ATLANTA, GA NOT SECURITIES OR INVESTMENT RELATED BUSINESS AFFILIATION BEGAN FEBRUARY 2015; TITLE: NONE, (PART OWNER OF THE LLC); DUTIES: NONE; NO TIME DEVOTED TO THE BUSINESS. GRAFI, LLC MIAMI, FL NOT SECURITIES OR INVESTMENT RELATED BUSINESS AFFILIATION BEGAN JANUARY 2016 TITLE: MANAGER DUTIES: NONE NO TIME DEVOTED TO THE BUSINESS. FIBRA HOLDINGS, LLC MIAMI, FL NOT SECURITIES OR INVESTMENT RELATED BUSINESS AFFILIATION BEGAN JULY 2018 TITLE: MANAGER(PART OWNER OF THE LLC) DUTIES: NONE NO TIME DEVOTED TO THE BUSINESS. VERTIX GROUP LLC. MIAMI, FL NOT SECURITIES OR INVESTMENT RELATED BUSINESS AFFILIATION BEGAN JAN. 2021 TITLE: MANAGER DUTIES: LIMITED NO SIGNIFICANT TIME IS DEVOTED TO THE BUSINESS DURING MARKET HOURS. TIME IS MANAGED IN A MANNER THAT DOES NOT INTERFERE WITH HIS RESPONSIBILITIES AT CHRONOS. ALTAMAR FINANCIAL GROUP LLC MIAMI, FL TITLE: PART OWNER OF THE LLC A FEW HOURS A MONTH. NO SIGNIFICANT TIME IS DEVOTED TO THE BUSINESS DURING MARKET HOURS. TIME IS MANAGED IN A MANNER THAT DOES NOT INTERFERE WITH HIS RESPONSIBILITIES AT CHRONOS. AFFILIATION BEGAN SEPT 2018 JLE BUSINESS SOLUTIONS LLC MIAMI, FL TITLE: PART OWNER OF THE LLC A FEW HOURS A MONTH. NO SIGNIFICANT TIME DEVOTED TO THE BUSINESS DURING MARKET HOURS. TIME IS MANAGED IN A MANNER THAT IT DOES NOT INTERFERE WITH HIS RESPONSIBILITIES AT CHRONOS. AFFILIATION BEGAN NOVEMBER 2021 VEQ US1 LLC TITLE: PART OWNER OF THE LLC A FEW HOURS A MONTH. NO SIGNIFICANT TIME IS DEVOTED TO THE BUSINESS DURING MARKET HOURS. AFFILIATION BEGAN NOVEMBER 2024
CRS (Client Relationship Summary) - RIA
Click below to view Patricio Filippi's CRS (Customer Relationship Summary).
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
Current
May 20, 2016 - Present
CHRONOS CAPITAL ADVISORS LLC
Office #1: 1000 Brickell Avenue Suite 560, Miami, FL 33131RIA
CRD#: 283639
Miami, FL
Past
October 9, 2007 - April 19, 2016
CITIGROUP GLOBAL MARKETS INC.
RIA
CRD#: 7059
MIAMI, FL
Past
October 8, 2007 - April 19, 2016
CITIGROUP GLOBAL MARKETS INC.
BD
CRD#: 7059
MIAMI, FL
Past
May 15, 2006 - September 25, 2007
CLEARBRIDGE INVESTMENTS, LLC
RIA
CRD#: 137028
NEW YORK, NY
Past
May 8, 2006 - September 25, 2007
FRANKLIN DISTRIBUTORS, LLC
BD
CRD#: 109064
MIAMI, FL
Past
October 7, 2004 - January 26, 2006
CITIGROUP GLOBAL MARKETS INC.
BD
CRD#: 7059
NEW YORK, NY
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".
CC
CHRONOS CAPITAL ADVISORS LLC
CHRONOS CAPITAL ADVISORS LLC
CRD#: 283639 / SEC#: 801-107748
RIA
Registered Investment Advisory firm - (4/25/2016 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Florida(5/20/2016)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
CC
CHRONOS CAPITAL ADVISORS LLC
CHRONOS CAPITAL ADVISORS LLC
CRD#: 283639 / SEC#: 801-107748
RIA
Registered Investment Advisory firm - (4/25/2016 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1000 Brickell Avenue Suite 560, Miami, FL 33131
Mailing Address
Phone number
(786) 703-4996
Established
Firm type
Fiscal year end
# of Employees
2
SEC notice filing (1 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 6 |
| AUM (Assets Under Management) | $ 175,939,136 |
Red Flags
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Company Information
CHRONOS CAPITAL ADVISORS LLC
CRD#: 283639Miami, FL 33131TRUST BUT VERIFY
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