Patrick Robert Stadelhofer
Professional Summary
Patrick Robert Stadelhofer is a registered financial advisor currently at KAHN BROTHERS ADVISORS LLC located in New York, New York and KAHN BROTHERS LLC located in New York, New York. Patrick is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2012. Patrick has worked at 3 firms and has passed the Series 66, Series 63, Series 99TO, Series 7TO, SIE, Series 79, Series 4, Series...
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
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Disclosures on record.
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Years of Experience
14 years registered in the securities industry
Current & Past Employments
Current
Past
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Current Firm
KAHN BROTHERS ADVISORS LLC
Contact Information
Main Address
555 Madison Ave Suite 1303, New York, NY 10022Phone Number
(212) 980-5050# of Employees
5SEC notice filing (22 States and Territories)
Registered to provide investment advisory services in 22 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
351AUM (Assets Under Management)
$498,597,131Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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Primary Firm SEC Registration
KAHN BROTHERS ADVISORS LLC
State Registrations and Notice Filings
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Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.Note:This rule does not apply to broker-dealer activity.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 79 — Investment Banking Registered Representative Examination
Passed Feb 2012About the Series 79 examSeries 28 — Introducing Broker/Dealer Financial Operations Principal Examination
Passed Sep 2026About the Series 28 examSRO Registrations
SRO Registrations
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CRS (Client Relationship Summary) - RIA
Click below to view Patrick Robert Stadelhofer's CRS (Customer Relationship Summary).
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