Patrick
Bungo
Cadaret, Grant & Co., Inc
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About this Advisor
Patrick Bungo is a financial advisor based in Wesley Chapel, Florida, working with Cadaret, Grant & Co., Inc. Patrick has previously held positions at New England Securities, Metlife Securities Inc, Lpl Financial LLC, Allegheny Valley Bank, Cetera Investment Advisers LLC, Securities America, Inc, Securities America Advisors, Cadaret, Grant & Co., Inc, Standard Bank Pasb, and Cetera Investment Services LLC. Patrick has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Florida. Currently, Patrick is part of Cadaret, Grant & Co., Inc, which operates out of Wesley Chapel, Florida. The firm has 287 offices and 761 employees. The firm manages assets totaling $6.9 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Cadaret, Grant & Co., Inc includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Cadaret, Grant & Co., Inc Brokerage Details
$6,873,332,863
761
25,405
$270,550
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Patrick Bungo Work History
Cadaret, Grant & Co., Inc
Securities America, Inc
Securities America Advisors
Cetera Investment Advisers LLC
Standard Bank Pasb
Cetera Investment Services LLC
Lpl Finanical LLC
Allegheny Valley Bank
Metlife Securities Inc
New England Securities
Disclosures
Please visit the SEC profile of Patrick Bungo 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 Cadaret Grant & Co Inc
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The content in this profile was updated by SmartAsset on 6/19/2024. 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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