Patrick
Prato
Boyd Watterson Asset Management, LLC
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About this Advisor
Patrick Prato is a financial advisor based in Cleveland, Ohio, working with Boyd Watterson Asset Management, LLC. Patrick has previously held positions at Huntington National Bank, Unified Financial Securities, LLC, Quasar Distributors, LLC, Emerald Asset Management, Inc, Boyd Watterson Asset Management, LLC, and Northern Lights Distributors, LLC. Patrick has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Ohio. Currently, Patrick is part of Boyd Watterson Asset Management, LLC, which operates out of Cleveland, Ohio. The firm has 6 offices and 121 employees. The firm manages assets totaling $17.9 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, and portfolio management for institutional clients. The fee structure at Boyd Watterson Asset Management, LLC includes asset-based, fixed, and performance-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Boyd Watterson Asset Management, LLC Brokerage Details
$17,878,495,158
121
1,126
$15,877,882
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
Patrick Prato Work History
Quasar Distributors, LLC
Boyd Watterson Asset Management, LLC
Northern Lights Distributors, LLC
Emerald Asset Management, Inc
Unified Financial Securities, LLC
Huntington National Bank
Disclosures
Please visit the SEC profile of Patrick Prato 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 Boyd Watterson Asset Management, LLC
Bloomfield Hills, MI
Cleveland, OH
Cleveland, OH
Cleveland, OH
Bloomfield Hills, MI
Tampa, FL
Cleveland, OH
Cleveland, OH
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