Joseph
Patire

Arkadios Wealth Advisors

CRD#3073133
Investment Advisor
in Atlanta, GA

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About this Advisor

Joseph Patire is a financial advisor operating out of Atlanta, Georgia who has 5 years of relevant experience. Patire is currently employed by Arkadios Wealth Advisors. The advisor has gained experience at Raymond James & Associates, Inc, Arkadios Capital and Arkadios Wealth Advisors. Patire maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to serve investors in Georgia. Arkadios Wealth Advisors is an advisory business that has its headquarters in Atlanta, GA. The firm has offices in 47 locations and a total of 140 financial advisors. It manages $2 billion in assets across its 8,782 client accounts, making it one of the biggest investment advisory firms in the country by assets under management. The firm serves eight charities and foundations. Of its 8,782 accounts, just 3% are associated with high-net-worth investors who have at least $1 million in assets. The firm provides a set of services, such as financial planning services, portfolio management for individuals and small businesses and pension consulting services. Financial advisory fee schedules largely depend on which services the firm provides the client. Fee types charged by Arkadios Wealth Advisors most likely include some blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

5 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

309 East Paces Ferry Road, Suite 1000
Atlanta, GA 30305

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Arkadios Wealth Advisors Brokerage Details

Total Assets Under Management

$1,757,945,482

GA Average: $3,570,121,308
Total Number of Employees

140

GA Average: 58
Total Number of Accounts

8,782

GA Average: 1,608
Average Account Size

$200,176

GA Average: $2,220,225

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services

Joseph Patire Work History

Joseph has been registered as a financial advisor for 5 years.*

2018 - Present (6 years)

Arkadios Capital

2018 - Present (6 years)

Arkadios Wealth Advisors

2013 - 2018 (5 years)

Raymond James & Associates, 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 Patire 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 Arkadios Wealth Advisors

Michael Belote
Atlanta, GA
Nolan Ginsberg
Angleton, TX
Matt Porter
New Berlin, WI
German Chaves
San Juan, PR
Joseph Patire
Atlanta, GA
Gregg Lentz
Waukesha, WI
William Nelson
Atlanta, GA
David Summers
Atlanta, GA

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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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.

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