JP
Justin M. Patellaro
MONEY CONCEPTS CAPITAL CORP
San Ramon, CA
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CRD#: 5321345
JP
Professional summary
Justin M Patellaro, CFP®, who also goes by Justin M Patellaro, Justin Patellaro, Justin Michael Teskey, is a registered financial advisor currently at MONEY CONCEPTS CAPITAL CORP located in San Ramon, California.
Justin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Justin has worked at 7 firms and has passed the Series 66 and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Justin M Patellaro | Justin Patellaro | Justin Michael Teskey
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.
1. Licensed Realtor in AZ & CA. Although the license is active, I do not practice. The Time spent per week is zero hours. Non-Investment related. when it was active, I would build relationships and act as an agent for buyers and or sellers of residential real estate. 2. NorthPoint Tax, Wealth and Business Advisory, LLP. Non-Investment-related. Salary. Employee. 160 hours per month. 100 hours during securities trading hours.
CRS (Client Relationship Summary) - RIA
Click below to view Justin M Patellaro'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®
CFP®
Start date: 2013
Experience
Current
February 18, 2025 - Present
MONEY CONCEPTS CAPITAL CORP
RIA
BD
CRD#: 12963
San Ramon, CA
Past
September 13, 2024 - March 10, 2025
SEQUOIA FINANCIAL GROUP, L.L.C.
RIA
CRD#: 117756
Walnut Creek, CA
Past
November 28, 2023 - November 8, 2024
EIDE BAILLY ADVISORS, LLC
RIA
CRD#: 113564
San Ramon, CA
Past
March 12, 2021 - December 2, 2024
SIMPLEX WEALTH MANAGEMENT
RIA
CRD#: 170265
SAN RAMON, CA
Past
March 12, 2021 - December 2, 2024
CONSILIUM WEALTH MANAGEMENT
RIA
CRD#: 155343
SAN RAMON, CA
Past
August 11, 2008 - May 29, 2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RIA
CRD#: 7691
PHOENIX, AZ
Past
August 11, 2008 - May 29, 2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
PHOENIX, AZ
Past
April 3, 2008 - May 23, 2008
MML INVESTORS SERVICES, LLC
BD
CRD#: 10409
SCOTTSDALE, AZ
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".
MC
MONEY CONCEPTS CAPITAL CORP
INTERNATIONAL FINANCIAL SERVICES CAPITAL CORPORATION | MONEY CONCEPTS CAPITAL CORP | MONEY CONCEPTS ADVISORY SERVICE
CRD#: 12963 / SEC#: 801-39736, 8-29671
RIA
Registered Investment Advisory firm - SEC (10/7/1991 Approved)Virgin Islands
Registered Investment Advisory firm - SEC (10/28/2020 Approved)BD
Broker-Dealer Firm Regulated by FINRA (Florida district office)
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(2/18/2025)
Exams
State Security Law Exam
General Industry/Product Exam
Current Firm
MC
MONEY CONCEPTS CAPITAL CORP
INTERNATIONAL FINANCIAL SERVICES CAPITAL CORPORATION | MONEY CONCEPTS CAPITAL CORP | MONEY CONCEPTS ADVISORY SERVICE
CRD#: 12963 / SEC#: 801-39736, 8-29671
RIA
Registered Investment Advisory firm - SEC (10/7/1991 Approved)Virgin Islands
Registered Investment Advisory firm - SEC (10/28/2020 Approved)BD
Broker-Dealer Firm Regulated by FINRA (Florida district office)
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Contact information
Main Address
11440 Jog Road, Palm Beach Gardens, FL 33418
Mailing Address
11440 North Jog Road, Palm Beach Gardens, FL 33418-3764
Phone number
(561) 472-2000
Established
Florida since 06/23/1982
Firm type
Corporation
Fiscal year end
December
Firm Size
Medium
# of Employees
431
SEC notice filing (53 States and Territories)
FINRA licenses (53 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| MONEY CONCEPTS INTERNATIONAL, INC | OWNS 100% OF MONEY CONCEPTS CAPITAL CORP. | |
| BARNETT, CHERYL MORRIS | VICE PRESIDENT | COMPLIANCE OFFICER | 1795785 |
| MATOS, LIZA MARIA | VICE PRESIDENT | COMPLIANCE OFFICER | 4371969 |
| RITTMAN, BARRY RICHARD | VICE PRESIDENT | CHIEF FINANCIAL OFFICER | 1997994 |
| WALSH, DENIS STEPHEN | PRESIDENT | CHIEF EXECUTIVE OFFICER | 1124278 |
| WALSH, JAMES EDWARD | VICE PRESIDENT | ADVERTISING AND COMMUNICATIONS | 2275368 |
| WALSH, MARY THERESE | SR VICE PRESIDENT | CHIEF COMPLIANCE OFFICER | 2829444 |
Regulatory assets under management
| Total Number of Accounts | 14,898 |
| AUM (Assets Under Management) | $ 3,328,625,395 |
Disclosures
| Regulatory Event | 8 |
| Arbitration | 3 |
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.
