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Eric Joseph Patlovich

NEW CENTURY ADVISORS, LLC·CHEVY CHASE, Maryland
Clean recordNEW CENTURY ADVISORS, LLC
2 WISCONSIN CIRCLE, CHEVY CHASE, MD 20815CRD# 5762181Firm CRD# 122478

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Eric Joseph Patlovich · CHEVY CHASE, MD
Registration
CRD #5762181 · NEW CENTURY ADVISORS, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Eric Joseph Patlovich is a registered financial advisor based in CHEVY CHASE, Maryland, affiliated with NEW CENTURY ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
NEW CENTURY ADVISORS, LLC
NEW CENTURY ADVISORS, LLC
AUM
$4.0B
Regulatory assets under management
Employees
17
Total firm employees
View all advisors at NEW CENTURY ADVISORS, LLC →
Services
Portfolio management (individuals)
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 5762181
Firm CRD# 122478
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Eric Joseph Patlovich offer?
Eric Joseph Patlovich specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in CHEVY CHASE, Maryland for a consultation.
What are Eric Joseph Patlovich's credentials?
Eric Joseph Patlovich is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Eric Joseph Patlovich located?
Eric Joseph Patlovich is based in CHEVY CHASE, Maryland, working with NEW CENTURY ADVISORS, LLC. Their office serves clients in the CHEVY CHASE metropolitan area and surrounding communities.
How does Eric Joseph Patlovich charge for services?
Eric Joseph Patlovich's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is NEW CENTURY ADVISORS, LLC?
NEW CENTURY ADVISORS, LLC has approximately 17 employees and manages $4.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at NEW CENTURY ADVISORS, LLC

Ellen Beskind Safir
CHEVY CHASE, MD
Thomas Frederick Hines
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Nils Christian Overdahl
CHEVY CHASE, MD

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Research
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