Jeffrey
Filone

Platform Technology Partners

CRD#2651076
Investment Advisor
in Woodbury, NY

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About this Advisor

Jeffrey Filone is a financial advisor working out of Woodbury, New York who has 3 years of industry experience. Filone is an advisor for Platform Technology Partners. Throughout their career, Filone has worked at Morgan Stanley Smith Barney, Morgan Stanley Private Bank, National Association, Platform Technology Partners and Spire Securities, LLC. Filone maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to advise clients in New Jersey, New York and Texas. Platform Technology Partners is a company based in New York, NY. The company has a total of 12 employees. It administers $648 million in assets under management between its 1,398 client accounts, making it one of the larger firms in the United States by assets under management. Of its 1,398 customer accounts, 24% are associated with high-net-worth clients who have more than $1 million in assets available to invest. The company has a set of services, such as financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. Financial management fees usually vary depending on which service is offered. Fees charged by Platform Technology Partners can consist of some blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

3 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

135 Crossways Park Drive Suite 404
Woodbury, NY 11797

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Platform Technology Partners Brokerage Details

Total Assets Under Management

$648,283,133

NY Average: $7,464,549,021
Total Number of Employees

12

NY Average: 88
Total Number of Accounts

1,398

NY Average: 3,892
Average Account Size

$463,722

NY Average: $1,917,921

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients

Jeffrey Filone Work History

Jeffrey has been registered as a financial advisor for 3 years.*

2019 - Present (5 years)

Platform Technology Partners

2019 - Present (5 years)

Spire Securities, LLC

2015 - 2019 (4 years)

Morgan Stanley Private Bank, National Association

2009 - 2019 (10 years)

Morgan Stanley Smith Barney

*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 Jeffrey Filone 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 Platform Technology Partners

Stephen Nicholas
Woodbury, NY
Joseph Spina
New York, NY
Matthew Segal
New York, NY
Patrick Van Roten
Woodbury, NY
Jeffrey Filone
Woodbury, NY
Matthew Shapiro
Woodbury, NY
Nathaniel Simkins
New York, NY
Patrick Moran
New York, NY

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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