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Patricia Margot Barrenechea

ADP STRATEGIC PLAN SERVICES, LLC·ROSELAND, New Jersey
SIE, Series 7, Series 24, Series 27, Series 63Clean 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
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
Series 27
Series 63
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
ADP STRATEGIC PLAN SERVICES, LLC
CRD 286555 · SEC 801-109013
AUM
$20.9B
Regulatory assets under management
Employees
11
78,961 client accounts
Services offered by ADP STRATEGIC PLAN SERVICES, LLC
Per Form ADV
Publication of periodicals/newsletters
View all advisors at ADP STRATEGIC PLAN SERVICES, LLC →
Introduction

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04

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

Adrian Marcus Purtschert
ROSELAND, NJ
James Patrick Blake
ROSELAND, NJ
Juanita Davida Hanley
ROSELAND, NJ
James Thomas Buccella
ROSELAND, NJ
Kevin William Merrow
ROSELAND, NJ
CFP
Kelly Grieder Senn
ROSELAND, NJ

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