Unclaimed Profile

Joseph John Patracuollo

BUDROS, RUHLIN & ROE, INC.·COLUMBUS, Ohio

SIE, Series 6, Series 7TO, Series 24, Series 26, Series 63CFAClean record21 years registeredBUDROS, RUHLIN & ROE, INC.

1801 WATERMARK DRIVE, SUITE 300, COLUMBUS, OH 43215-7088CRD# 2342229Firm CRD# 106536

Profile Verification

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

Identity

Joseph John Patracuollo · COLUMBUS, OH

Registration

CRD #2342229 · BUDROS, RUHLIN & ROE, INC. · 21 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: BUDROS, RUHLIN & ROE, INC.

BUDROS, RUHLIN & ROE, INC.

Jan 2010 – Oct 2013

COLUMBUS, OH

NATIONWIDE INVESTMENT ADVISORS, LLC

Dec 2006 – Dec 2009

COLUMBUS, OH

NATIONWIDE INVESTMENT SERVICES CORPORATION

Dec 2004 – Dec 2006

COLUMBUS, OH

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7TO

Series 24

Series 26

Series 63

Registration record

First registered · December 13, 2004

Years registered · 21

Professional designation · CFA

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BRR OPCO, LLC

CRD 106536 · SEC 801-32884

AUM

$3.4B

Regulatory assets under management

Employees

7,536 client accounts

Services offered by BRR OPCO, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

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 BRR OPCO, LLC →

Introduction

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Frequently Asked Questions

What services does Joseph John Patracuollo offer?

Joseph John Patracuollo specializes in Financial Planning, Investment Management, Wealth Management.

What are Joseph John Patracuollo's credentials?

Joseph John Patracuollo holds the following professional designations: CFA. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Joseph John Patracuollo located?

Joseph John Patracuollo is based in COLUMBUS, Ohio, last registered with BUDROS, RUHLIN & ROE, INC..

How does Joseph John Patracuollo charge for services?

Joseph John Patracuollo's firm is compensated through percentage of aum, subscription fees, other: percentage of assets under advisement. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is BUDROS, RUHLIN & ROE, INC.?

BUDROS, RUHLIN & ROE, INC. has approximately 43 employees and manages $3.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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