AdvisorOS Directory
Claim Profile
EP

Eric Joseph Patlovich

NEW CENTURY ADVISORS, LLC·CHEVY CHASE, Maryland
Unclaimed Profile
2 WISCONSIN CIRCLE, CHEVY CHASE, MD 20815CRD# 5762181Firm CRD# 122478
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
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
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in CHEVY CHASE?

Browse all registered financial advisors in CHEVY CHASE, Maryland or claim this profile if it's yours.

Browse CHEVY CHASE AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in CHEVY CHASE
Rick C Yang — NEA MANAGEMENT COMPANY, LLCNils Christian Overdahl — NEW CENTURY ADVISORS, LLCDaniel Mark Tangherlini — ARTEMIS REAL ESTATE PARTNERS, LLCDavid John Barrett — FORT, L.P.Sarah Josephine Hunt — PLOTKIN FINANCIAL ADVISORS, LLC
Nearby cities in Maryland
BETHESDA (414)BALTIMORE (405)ROCKVILLE (143)HUNT VALLEY (94)TOWSON (88)
City Guides
BETHESDA GuideBALTIMORE GuideROCKVILLE GuideHUNT VALLEY GuideTOWSON Guide
Research
Advisor Fees in MarylandNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile