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CP

Christian P. Paterok

NOESIS CAPITAL MANAGEMENT CORP
Boca Raton, FL 33431
Some features on this profile are disabled
CRD#: 6596889
CP

Professional summary

Christian Peter Paterok, CFA is a registered financial advisor currently at NOESIS CAPITAL MANAGEMENT CORP located in Boca Raton, Florida.

Christian is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Christian has worked at 1 firm .

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Christian Peter Paterok's CRS (Customer Relationship Summary).
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®
CFA

Chartered Financial Analyst

Experience

Current

February 22, 2016 - Present

NOESIS CAPITAL MANAGEMENT CORP

Office #1: Fountain Square 2700 North Military Trail Suite 210, Boca Raton, FL, 33431
RIA
CRD#: 110819
Boca Raton, FL

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".
NC
NOESIS CAPITAL MANAGEMENT CORP
NOESIS CAPITAL MANAGEMENT CORP

CRD#: 110819 / SEC#: 801-49934

RIA
Registered Investment Advisory firm - (9/5/1995 Approved)

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
Florida
(2/22/2016)

Exams

Current Firm

NC
NOESIS CAPITAL MANAGEMENT CORP
NOESIS CAPITAL MANAGEMENT CORP

CRD#: 110819 / SEC#: 801-49934

RIA
Registered Investment Advisory firm - (9/5/1995 Approved)
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Contact information

Main Address
Fountain Square 2700 North Military Trail Suite 210, Boca Raton, FL, 33431
Mailing Address
Phone number
(561) 999-9888
Established
Firm type
Fiscal year end
# of Employees
12

SEC notice filing (21 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

NOESIS ADV PART 2A (11/19/2025)

Regulatory assets under management

Total Number of Accounts851
AUM (Assets Under Management)$ 876,873,175

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.

Company Information

NOESIS CAPITAL MANAGEMENT CORP

CRD#: 110819Boca Raton, FL 33431

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