Joseph
Patneaude
Confidence Wealth Management, LLC
Answer a few questions and
get matched with an advisor.
About this Advisor
Joseph Patneaude is a financial advisor working in Palm Harbor, Florida with a total of 1 year of relevant experience. Patneaude works at Confidence Wealth Management, LLC. During their career, the advisor has held roles at J.W. Cole Financial, Inc, Jonathan Roberts Advisory Group, Inc, Calton & Associates, Inc, Pruco Securities LLC, Florida Luxury Realty, The Holland Group, Retirement Wealth Advisors, LLC, The Prudential Insurance Company Of America, Equitable Advisors and Confidence Wealth Management. Patneaude has Series 63, Series 65 and Series 66 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to operate in California, Florida, Nevada and Texas. Confidence Wealth Management, LLC is a company that has its headquarters in Henderson, NV. The investment advisory business has offices in three locations and a total of 20 people on staff. It administers $198 million in assets among its 1,566 client accounts, placing it among the mid-sized investment advisory firms in the country by assets under management. Of its 1,566 customer accounts, 43% are associated with high-net-worth individuals who have greater than $1 million in investable assets. Confidence Wealth Management, LLC has a number of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Fees for financial advisory services largely depend on which services the firm provides the client. However, fees billed by Confidence Wealth Management, LLC likely are comprised of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Confidence Wealth Management, LLC Brokerage Details
$198,064,318
20
1,566
$126,478
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Joseph Patneaude Work History
Joseph has been registered as a financial advisor for 1 years.*
Confidence Wealth Management
Equitable Advisors
Pruco Securities LLC
The Prudential Insurance Company Of America
The Holland Group, Retirement Wealth Advisors, LLC
Florida Luxury Realty
Calton & Associates, Inc
J.W. Cole Financial, Inc
Jonathan Roberts Advisory Group, 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 Joseph Patneaude 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 Confidence Wealth Management, LLC
San Diego, CA
Henderson, NV
Henderson, NV
Torrance, CA
Henderson, NV
Palm Harbor, FL
Henderson, NV
Henderson, NV
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.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
