Patrick F. Ceccacci
Professional summary
Patrick F Ceccacci, who also goes by Patrick Francis Ceccacci, is a registered financial advisor currently at PROSPERIANT WEALTH MANAGEMENT, LLC located in Hoboken, New Jersey.
Patrick is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Patrick has worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Patrick F Ceccacci's CRS (Customer Relationship Summary).
Certified licenses
Experience
December 19, 2023 - Present
PROSPERIANT WEALTH MANAGEMENT, LLC
February 20, 2019 - December 26, 2023
LAIDLAW WEALTH MANAGEMENT LLC
February 15, 2019 - December 26, 2023
LAIDLAW & COMPANY (UK) LTD.
April 9, 2012 - February 19, 2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
April 9, 2012 - February 19, 2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
February 27, 2012 - April 13, 2012
VOYA FINANCIAL ADVISORS, INC.
November 14, 2011 - April 13, 2012
VOYA FINANCIAL ADVISORS, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(12/19/2023)
Exams
Current Firm
PROSPERIANT WEALTH MANAGEMENT, LLC
CRD#: 326731 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 109 |
| AUM (Assets Under Management) | $ 50,000,000 |
Red Flags
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