Joseph M. Patane
Professional summary
Joseph Matthew Patane, AIF®, CFP®, who also goes by Matthew Joseph Patane, is a registered financial advisor currently at PLANCORP, LLC located in Lakewood Ranch, Florida.
Joseph is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Joseph has worked at 1 firm .
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Joseph Matthew Patane's CRS (Customer Relationship Summary).
Certified licenses
Start date: 1987
Experience
March 1, 2005 - Present
PLANCORP, LLC
Primary Firm SEC Registration
PLANCORP, LLC
CRD#: 106599 / SEC#: 801-20398
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(3/10/2006)
(4/13/2017)
(3/1/2005)
Exams
Current Firm
PLANCORP, LLC
CRD#: 106599 / SEC#: 801-20398
Contact information
SEC notice filing (32 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 6,711 |
| AUM (Assets Under Management) | $ 7,294,144,052 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/09/2024 | ||
| 12/07/2023 | ||
| 10/27/2022 |
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.
