John
Patterson

Pruco Securities, LLC

CRD#2895917
Investment Advisor
in Glastonbury, CT

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About this Advisor

John Patterson is a financial advisor operating out of Glastonbury, Connecticut. Patterson is currently employed by Pruco Securities, LLC. Patterson has gained experience at Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America, N.A, Patterson Family Chocolates LLC, Knights Of Columbus Insurance, Knights Of Columbus Asset Advisors LLC, Pruco Securities LLC, The Prudential Insurance Company Of America, Sun Run, Patterson Family Storage LLC and Allstate. Patterson maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is registered to work in Connecticut. Pruco Securities, LLC is a firm that has its headquarters in Newark, NJ. The investment advisory business has offices in 42 locations and a total of 2,500 people on staff. It handles $14 billion in total assets between its 106,737 customer accounts, placing it among the biggest firms in the United States by assets under management. Of its 106,737 accounts, just 1% are held by high-net-worth clients who have at least $1 million in assets. The company performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. A financial advisor's fee schedules largely depend on which service is provided. However, fees charged by Pruco Securities, LLC likely consist of some combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

less than 1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

95 Glastonbury Blvd Suite 301
Glastonbury, CT 06033

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Pruco Securities, LLC Brokerage Details

Total Assets Under Management

$14,029,321,422

CT Average: $10,121,009,343
Total Number of Employees

2,500

CT Average: 92
Total Number of Accounts

106,737

CT Average: 6,978
Average Account Size

$131,438

CT Average: $1,450,417

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Educational seminars/workshops

John Patterson Work History

John has been registered as a financial advisor for 0 years.*

2023 - Present (1 year)

Pruco Securities LLC

2023 - Present (1 year)

The Prudential Insurance Company Of America

2021 - Present (3 years)

Patterson Family Storage LLC

2022 - 2022 (< 1 year)

Sun Run

2021 - 2022 (1 year)

Knights Of Columbus Insurance

2021 - 2022 (1 year)

Knights Of Columbus Asset Advisors LLC

2019 - 2020 (1 year)

Patterson Family Chocolates LLC

2019 - 2021 (2 years)

Allstate

2013 - 2019 (6 years)

Bank Of America, N.A

2012 - 2019 (7 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of John Patterson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Prudential Financial Planning Services

Andrew Estreich
Port Washington, NY
Lawrence Frydman
Basking Ridge, NJ
James Wright
Bellevue, WA
Kenneth Mullins
Winter Springs, FL
Dean Dunbar
Scottsdale, AZ
Larry Grubish
Saint Louis, MO
Oksana Flaks
Brooklyn, NY
Kevin Shelton
San Jose, CA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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