Unclaimed Profile

Patrick Thomas York

PREMIER PATH WEALTH PARTNERS, LLC·MADISON, New Jersey

SIE, Series 7, Series 66CFPClean record15 years registeredPREMIER PATH WEALTH PARTNERS, LLC

7 GIRALDA FARMS, MADISON, NJ 07940CRD# 4545350Firm CRD# 325300

Profile Verification

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

Identity

Patrick Thomas York · MADISON, NJ

Registration

CRD #4545350 · PREMIER PATH WEALTH PARTNERS, LLC · 15 years registered

Brand Profile

Not yet started

Career History

PREMIER PATH WEALTH PARTNERS, LLC

Apr 2023 – present

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Sep 2011 – May 2023

FLORHAM PARK, NJ

MORGAN STANLEY SMITH BARNEY LLC

Nov 2010 – Sep 2011

MORRISTOWN, NJ

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · November 6, 2010

Years registered · 15

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

PREMIER PATH WEALTH PARTNERS, LLC

CRD 325300 · SEC 801-127703

AUM

$814M

Regulatory assets under management

Employees

1,622 client accounts

Services offered by PREMIER PATH WEALTH PARTNERS, 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 PREMIER PATH WEALTH PARTNERS, LLC →

Introduction

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Frequently Asked Questions

What services does Patrick Thomas York offer?

Patrick Thomas York specializes in Financial Planning, Investment Management. Contact their office in MADISON, New Jersey for a consultation.

What are Patrick Thomas York's credentials?

Patrick Thomas York holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Patrick Thomas York located?

Patrick Thomas York is based in MADISON, New Jersey, working with PREMIER PATH WEALTH PARTNERS, LLC. Their office serves clients in the MADISON metropolitan area and surrounding communities.

How does Patrick Thomas York charge for services?

Patrick Thomas York'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 PREMIER PATH WEALTH PARTNERS, LLC?

PREMIER PATH WEALTH PARTNERS, LLC has approximately 8 employees and manages $814M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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