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MA

Michael R. Allman

PATRIOT ASSET ADVISORS
Pataskala, OH 43062
Some features on this profile are disabled
CRD#: 8073869
MA

Professional summary

Michael Robert Allman is a registered financial advisor currently at PATRIOT ASSET ADVISORS, LLC located in Pataskala, Ohio.

Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Michael has worked at 1 firm and has passed the Series 65 and Series 66 exams.

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.
Victoria's Secret; Not investment related; Address XXXX; Women's clothing; Distribution Supervisor; Started Date: 06/2022; 160 hours a month are devoted to this business; 40 hours a week during trading hours; Supervise the distribution of product to retail stores.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Robert Allman'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®
None

Experience

Current

April 25, 2025 - Present

PATRIOT ASSET ADVISORS, LLC

Office #1: 7889 E Broad St Sw, Pataskala, OH 43062
RIA
CRD#: 293632
Pataskala, OH

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
Ohio
(4/25/2025)

Exams

State Security Law Exam
IAR
Series 65
Date: 4/24/2025
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
IAR
Series 66
Date: 3/22/2025
Uniform Combined State Law Examination

Current Firm

PA
PATRIOT ASSET ADVISORS, LLC
PATRIOT ADVISORS | TAYLOR, JONATHAN | PATRIOT ASSET ADVISORS, LLC | PATRIOT ADVISORS, LLC

CRD#: 293632 / SEC#:

Ohio
Registered Investment Advisory firm - (4/11/2018 Approved)
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Contact information

Main Address
7889 E Broad St Sw, Pataskala, OH 43062
Mailing Address
Po Box 933, Pataskala, OH 43062
Phone number
(614) 944-5225
Established
Firm type
Fiscal year end
# of Employees
2

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts373
AUM (Assets Under Management)$ 46,558,551

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

PATRIOT ASSET ADVISORS, LLC

CRD#: 293632Pataskala, OH 43062

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