PL
Patrick J. Leger
GIVERNY CAPITAL ADVISORS
PRINCETON, NJ 08542
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CRD#: 5072630
PL
Professional summary
Patrick Jean Leger, who also goes by Patrick J. Leger, is a registered financial advisor currently at GIVERNY CAPITAL ADVISORS located in Princeton, New Jersey.
Patrick is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Patrick has worked at 2 firms and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Patrick J. Leger
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.
Member of the Finance Committee of The Waldorf School of Princeton. Part owner and provides CFO services to a family food business, First Field LLC.
CRS (Client Relationship Summary) - RIA
Click below to view Patrick Jean Leger'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
June 22, 2009 - Present
GIVERNY CAPITAL ADVISORS
Office #1: 182 Nassau Street Suite 201, Princeton, NJ 08542RIA
CRD#: 150123
PRINCETON, NJ
Past
December 19, 2005 - March 30, 2009
STEGINSKY CAPITAL LLC
RIA
CRD#: 109617
PRINCETON, NJ
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".
GC
GIVERNY CAPITAL ADVISORS
GIVERNY CAPITAL | GIVERNY CAPITAL ADVISORS LLC | GIVERNY CAPITAL ADVISORS
CRD#: 150123 / SEC#: 801-110341
RIA
Registered Investment Advisory firm - (4/14/2017 Approved)California
Registered Investment Advisory firm - (11/23/2017 Terminated)Florida
Registered Investment Advisory firm - (10/24/2017 Terminated)New Jersey
Registered Investment Advisory firm - (4/28/2017 Terminated)New York
Registered Investment Advisory firm - (8/2/2017 Terminated)Texas
Registered Investment Advisory firm - (10/24/2017 Terminated)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
California(6/25/2014)
IAR
Florida(7/7/2009)
IAR
New Jersey(6/22/2009)
IAR
Texas(1/12/2015)
Current Firm
GC
GIVERNY CAPITAL ADVISORS
GIVERNY CAPITAL | GIVERNY CAPITAL ADVISORS LLC | GIVERNY CAPITAL ADVISORS
CRD#: 150123 / SEC#: 801-110341
RIA
Registered Investment Advisory firm - (4/14/2017 Approved)California
Registered Investment Advisory firm - (11/23/2017 Terminated)Florida
Registered Investment Advisory firm - (10/24/2017 Terminated)New Jersey
Registered Investment Advisory firm - (4/28/2017 Terminated)New York
Registered Investment Advisory firm - (8/2/2017 Terminated)Texas
Registered Investment Advisory firm - (10/24/2017 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
182 Nassau Street Suite 201, Princeton, NJ 08542
Mailing Address
Phone number
(609) 759-1250
Established
Firm type
Fiscal year end
# of Employees
2
SEC notice filing (7 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 262 |
| AUM (Assets Under Management) | $ 394,930,118 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
GIVERNY CAPITAL ADVISORS
CRD#: 150123Princeton, NJ 08542TRUST BUT VERIFY
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