Edward
Patrick
Arete Wealth Advisors, LLC
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About this Advisor
Edward Patrick is a financial advisor based in Chicago, Illinois, working with Arete Wealth Advisors, LLC. Edward has previously held positions at Oppenheimer & Co, National Securities Corp, National Asset Management, Arete Wealth Management LLC, and Arete Wealth Advisors LLC. Edward has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Florida and New York. Currently, Edward is part of Arete Wealth Advisors, LLC, which operates out of Chicago, Illinois. The firm has 26 offices and 130 employees. The firm manages assets totaling $2.7 billion and serves high-net-worth clients. 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, publication of newsletters, and other services. The fee structure at Arete Wealth Advisors, LLC includes asset-based, hourly, fixed, performance-based, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Arete Wealth Advisors, LLC Brokerage Details
$2,672,456,687
130
5,251
$508,942
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
- Publication of periodicals or newsletters
- Other
Edward Patrick Work History
Arete Wealth Management LLC
Arete Wealth Advisors LLC
National Securities Corp
National Asset Management
Oppenheimer & Co
Disclosures
Please visit the SEC profile of Edward Patrick 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 Arete Wealth Advisors, LLC
Chicago, IL
Melville, NY
Park Ridge, IL
Chicago, IL
Chicago, IL
Chicago, IL
Chicago, IL
Los Gatos, CA
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