Patrick
Tantoco

Royal Alliance Associates, Inc

CRD#5249850
Investment Advisor
in Honolulu, HI

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About this Advisor

Patrick Tantoco is a financial advisor who works in Honolulu, Hawaii, who has been in the advisory business for 12 years. Tantoco is on the advisory team at Royal Alliance Associates, Inc. Their career trajectory has included roles at H. Beck, Inc, Independent Financial Group, Massmutual Life Insurance Co, Msi Financial Services, Inc, Mml Investors Services, LLC and Royal Alliance. Tantoco maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to work in Hawaii. Royal Alliance Associates, Inc is a business that has its headquarters in Honolulu, Hawaii. It has offices in 905 locations and a total of 3,849 employees. It manages $28 billion in assets under management between its 112,286 customer accounts, placing it among the largest investment advisory firms in the United States by assets under management. The firm serves 134 charities and foundations. Of its 112,286 customer accounts, 18% are held by high-net-worth individuals who have at least $1 million in assets available to invest. The advisory firm has a diverse array of services, including 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. Fees for financial management typically are based on which services are provided. However, fee types charged by Royal Alliance Associates, Inc likely consist of some blend of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

12 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Disclosures

No

Office Location

1163 S. Beretania Street
Honolulu, HI 96814

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Royal Alliance Associates, Inc Brokerage Details

Total Assets Under Management

$28,249,401,040

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

3,849

HI Average: 92
Total Number of Accounts

112,286

HI Average: 6,978
Average Account Size

$251,584

HI Average: $1,450,417

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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 Tantoco Work History

Patrick has 12 years of experience.

2019 - Present (3 years)

Royal Alliance

2017 - 2019 (2 years)

Mml Investors Services, LLC

2016 - 2019 (3 years)

Massmutual Life Insurance Co

2016 - 2017 (1 year)

Msi Financial Services, Inc

2013 - 2016 (3 years)

Independent Financial Group

2010 - 2013 (3 years)

H. Beck, Inc

Disclosures

Patrick Tantoco has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Royal Alliance Associates, Inc

Sebastian Kanczugowski
Bellevue, WA
Kathryn Higgins
Fairport, NY
Grant Hartwell
Torrance, CA
Scott Schloegel
Kansas City, MO
Michael Funk
Fresno, CA
Trisha Qualy
St Louis Park, MN
Russell Munn
Henrico, VA
Robert Sewall
Jericho, NY

The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, 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, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

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 use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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