Unclaimed Profile

Adam Scott Patti

INDEXIQ ADVISORS LLC·RYE BROOK, New York

SIE, Series 6, Series 7, Series 63Clean recordINDEXIQ ADVISORS LLC

800 WESTCHESTER AVENUE, RYE BROOK, NY 10573CRD# 2263967Firm CRD# 144790

Profile Verification

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

Identity

Adam Scott Patti · RYE BROOK, NY

Registration

CRD #2263967 · INDEXIQ ADVISORS LLC

Brand Profile

Not yet started

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 63

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

INDEXIQ ADVISORS LLC

CRD 144790 · SEC 801-68220

AUM

$10.4B

Regulatory assets under management

Employees

32 client accounts

Services offered by INDEXIQ ADVISORS LLC

Per Form ADV

Portfolio management (individuals)

Portfolio management (pooled investments)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

View all advisors at INDEXIQ ADVISORS LLC →

Introduction

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Frequently Asked Questions

What services does Adam Scott Patti offer?

Adam Scott Patti specializes in Investment Management, Wealth Management. Contact their office in RYE BROOK, New York for a consultation.

What are Adam Scott Patti's credentials?

Adam Scott Patti is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Adam Scott Patti located?

Adam Scott Patti is based in RYE BROOK, New York, working with INDEXIQ ADVISORS LLC. Their office serves clients in the RYE BROOK metropolitan area and surrounding communities.

How does Adam Scott Patti charge for services?

Adam Scott Patti'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 INDEXIQ ADVISORS LLC?

INDEXIQ ADVISORS LLC has approximately 8 employees and manages $10.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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