Jeffrey
Filone
Platform Technology Partners
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About this Advisor
Jeffrey Filone is a financial advisor based in Woodbury, New York, working with Platform Technology Partners. Jeffrey has previously held positions at Morgan Stanley Smith Barney, Morgan Stanley Private Bank, National Association, Platform Technology Partners, and Spire Securities, LLC. Jeffrey has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in New Jersey, New York, and Texas. Currently, Jeffrey is part of Platform Technology Partners, which operates out of Woodbury, New York. The firm has 1 office and 12 employees. The firm manages assets totaling $936.7 million and serves high-net-worth clients. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, and selection of other advisers. The fee structure at Platform Technology Partners includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Platform Technology Partners Brokerage Details
$936,699,274
12
1,724
$543,329
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Jeffrey Filone Work History
Platform Technology Partners
Spire Securities, LLC
Morgan Stanley Private Bank, National Association
Morgan Stanley Smith Barney
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
Woodbury, NY
New York, NY
Woodbury, NY
New York, NY
Woodbury, NY
Woodbury, NY
New York, NY
New York, NY
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