Unclaimed Profile

Joseph Mathew Patneaude

CONFIDENCE WEALTH MANAGEMENT, LLC·HENDERSON, Nevada

SIE, Series 6, Series 7, Series 24, Series 63, Series 65, Series 66Clean record17 years registeredCONFIDENCE WEALTH MANAGEMENT, LLC

170 S GREEN VALLEY PKWY, HENDERSON, NV 89012CRD# 4333607Firm CRD# 127383

Profile Verification

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

Identity

Joseph Mathew Patneaude · HENDERSON, NV

Registration

CRD #4333607 · CONFIDENCE WEALTH MANAGEMENT, LLC · 17 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: CONFIDENCE WEALTH MANAGEMENT, LLC

CONFIDENCE WEALTH MANAGEMENT, LLC

May 2022 – Jan 2025

PALM HARBOR, FL

EQUITABLE ADVISORS, LLC

Apr 2021 – Apr 2022

TAMPA, FL

PRUDENTIAL FINANCIAL PLANNING SERVICES

Aug 2019 – Apr 2021

TAMPA, FL

CALTON & ASSOCIATES, INC.

Jan 2014 – May 2017

TAMPA, FL

J. W. COLE ADVISORS, INC.

Aug 2011 – Jul 2013

TAMPA, FL

INVEST FINANCIAL CORPORATION

Jan 2009 – Jul 2011

TAMPA, FL

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 24

Series 63

Series 65

Series 66

Registration record

First registered · January 6, 2009

Years registered · 17

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CONFIDENCE WEALTH MANAGEMENT, LLC

CRD 127383 · SEC 801-122368

AUM

$267M

Regulatory assets under management

Employees

1,820 client accounts

Services offered by CONFIDENCE WEALTH MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at CONFIDENCE WEALTH MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Joseph Mathew Patneaude offer?

Joseph Mathew Patneaude specializes in Financial Planning, Investment Management.

What are Joseph Mathew Patneaude's credentials?

Joseph Mathew Patneaude is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Joseph Mathew Patneaude located?

Joseph Mathew Patneaude is based in HENDERSON, Nevada, last registered with CONFIDENCE WEALTH MANAGEMENT, LLC.

How does Joseph Mathew Patneaude charge for services?

Joseph Mathew Patneaude's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CONFIDENCE WEALTH MANAGEMENT, LLC?

CONFIDENCE WEALTH MANAGEMENT, LLC has approximately 23 employees and manages $267M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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