Patrick
Prato
Boyd Watterson Asset Management, LLC
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About this Advisor
Patrick Prato is a financial advisor operating out of Cleveland, Ohio with a total of 6 years of industry experience. Prato works at Boyd Watterson Asset Management, LLC. Their career trajectory has included roles at Innovation Partners, LLC, Dolan Capital, Huntington National Bank, Unified Financial Securities, LLC, Northern Lights Distributors, LLC, Boyd Watterson Asset Management, LLC and Emerald Asset Management, Inc. Prato has Series 63 and Series 66 licenses, qualifying them as a securities broker, and can operate in Ohio. Boyd Watterson Asset Management, LLC is an advisory firm that has its headquarters in Cleveland, OH. The firm has offices in five locations and a total of 118 people on staff. It has $17 billion in total assets between its 1,184 client accounts, placing it among the largest investment advisory firms in the country by assets under management. The firm serves 101 charitable organizations. Of its 1,184 accounts, 20% are associated with high-net-worth individuals who have at least $1 million in assets available to invest. Boyd Watterson Asset Management, LLC offers a number of services, including portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles and portfolio management for institutional clients. Fees charged by financial advisors vary depending on which services the firm provides the client. Fees charged by Boyd Watterson Asset Management, LLC likely consist of asset-based, fixed and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Boyd Watterson Asset Management, LLC Brokerage Details
$17,207,197,273
118
1,184
$14,533,106
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
Patrick has been registered as a financial advisor for 6 years.*
Northern Lights Distributors, LLC
Boyd Watterson Asset Management, LLC
Emerald Asset Management, Inc
Unified Financial Securities, LLC
Innovation Partners, LLC
Dolan Capital
Huntington National Bank
*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 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
Cleveland, OH
Cleveland, OH
Cleveland, OH
Cleveland, OH
Cleveland, OH
Bloomfield Hills, MI
Cleveland, OH
Tampa, FL
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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