Unclaimed Profile

Nicholas Patino

LOYOLA ASSET MANAGEMENT LLC·CORAL GABLES, Florida

SIE, Series 7, Series 24, Series 66Clean record19 years registeredLOYOLA ASSET MANAGEMENT LLC

55 MERRICK WAY, CORAL GABLES, FL 33134CRD# 4946369Firm CRD# 153255

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Nicholas Patino · CORAL GABLES, FL

Registration

CRD #4946369 · LOYOLA ASSET MANAGEMENT LLC · 19 years registered

Brand Profile

Not yet started

Career History

INSIGNEO ADVISORY SERVICES, LLC

Dec 2017 – present

INSIGNEO WEALTH ADVISORS, LLC

Dec 2020 – Dec 2021

MIAMI, FL

BRICKELL GLOBAL ADVISORY, INC.

Dec 2013 – Dec 2017

MIAMI, FL

LOYOLA ASSET MANAGEMENT LLC

Sep 2010 – Nov 2013

CORAL GABLES, FL

WESTERN INTERNATIONAL SECURITIES

Sep 2007 – Dec 2012

CORAL GABLES, FL

WESTERN INTERNATIONAL SECURITIES

Apr 2007 – May 2007

CORAL GABLES, FL

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 66

Registration record

First registered · April 23, 2007

Years registered · 19

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

LOYOLA ASSET MANAGEMENT LLC

CRD 153255 · SEC 801-78216

AUM

$204M

Regulatory assets under management

Employees

58 client accounts

Services offered by LOYOLA ASSET MANAGEMENT LLC

Per Form ADV

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

View all advisors at LOYOLA ASSET MANAGEMENT LLC →

Introduction

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Frequently Asked Questions

What services does Nicholas Patino offer?

Nicholas Patino specializes in Investment Management, Retirement Planning, Wealth Management, Fee-Only Advisory. Contact their office in CORAL GABLES, Florida for a consultation.

What are Nicholas Patino's credentials?

Nicholas Patino is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Nicholas Patino located?

Nicholas Patino is based in CORAL GABLES, Florida, working with LOYOLA ASSET MANAGEMENT LLC. Their office serves clients in the CORAL GABLES metropolitan area and surrounding communities.

How does Nicholas Patino charge for services?

Nicholas Patino's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is LOYOLA ASSET MANAGEMENT LLC?

LOYOLA ASSET MANAGEMENT LLC has approximately 5 employees and manages $204M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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