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Patricia Margot Barrenechea

ADP STRATEGIC PLAN SERVICES, LLC·ROSELAND, New Jersey
Clean recordADP STRATEGIC PLAN SERVICES, LLC
1 ADP BOULEVARD, ROSELAND, NJ 07068CRD# 1715189Firm CRD# 286555

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Patricia Margot Barrenechea · ROSELAND, NJ
Registration
CRD #1715189 · ADP STRATEGIC PLAN SERVICES, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Patricia Margot Barrenechea is a registered financial advisor based in ROSELAND, New Jersey, affiliated with ADP STRATEGIC PLAN SERVICES, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties

Specialties will be added during profile enrichment.

Client Types

Client type data will be added during profile enrichment.

Introduction

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03

Firm Overview

Firm
ADP STRATEGIC PLAN SERVICES, LLC
ADP STRATEGIC PLAN SERVICES, LLC
AUM
$20.9B
Regulatory assets under management
Employees
11
Total firm employees
View all advisors at ADP STRATEGIC PLAN SERVICES, LLC →
Services
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 1715189
Firm CRD# 286555
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Patricia Margot Barrenechea offer?
Patricia Margot Barrenechea is a registered financial advisor in ROSELAND, New Jersey. Contact their office for details on services offered.
What are Patricia Margot Barrenechea's credentials?
Patricia Margot Barrenechea is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Patricia Margot Barrenechea located?
Patricia Margot Barrenechea is based in ROSELAND, New Jersey, working with ADP STRATEGIC PLAN SERVICES, LLC. Their office serves clients in the ROSELAND metropolitan area and surrounding communities.
How does Patricia Margot Barrenechea charge for services?
Patricia Margot Barrenechea's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ADP STRATEGIC PLAN SERVICES, LLC?
ADP STRATEGIC PLAN SERVICES, LLC has approximately 11 employees and manages $20.9B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at ADP STRATEGIC PLAN SERVICES, LLC

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Christopher Magno
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Andrew X Stewart
ROSELAND, NJ
Jeffry Aaron Hodges
ROSELAND, NJ
Kristin Anne Dospassos-Krieg
ROSELAND, NJ
Adrian Marcus Purtschert
ROSELAND, NJ

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