Patrick
Appello
Highlander Capital Management LLC
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About this Advisor
Patrick Appello is a financial advisor based in Red Bank, New Jersey, working with Highlander Capital Management LLC. Patrick has previously held a position at Herbert J. Sims & Co., Inc. Patrick has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in New Jersey. Currently, Patrick is part of Highlander Capital Management LLC, which operates out of Red Bank, New Jersey. The firm has 1 office and 8 employees. The firm manages assets totaling $351.8 million and serves high-net-worth clients. The services offered by the firm include portfolio management for individuals and small businesses. The fee structure at Highlander Capital Management LLC includes asset-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Highlander Capital Management LLC Brokerage Details
$351,802,363
8
388
$906,707
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
Patrick Appello Work History
Herbert J. Sims & Co., Inc
Disclosures
Please visit the SEC profile of Patrick Appello 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 Highlander Capital Management LLC
Ridgewood, NJ
Short Hills, NJ
Short Hills, NJ
Melbourne, FL
Red Bank, NJ
Short Hills, NJ
Short Hills, NJ
Short Hills, NJ
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