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John Patrick Rudio

ECHELONS CAPITAL, LLC·PARK CITY, Utah
SIE, Series 3, Series 7, Series 63, Series 65Clean record4 years registeredECHELONS CAPITAL, LLC
2078 PROSPECTOR AVENUE, PARK CITY, UT 84060CRD# 6482618Firm CRD# 325781

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
John Patrick Rudio · PARK CITY, UT
Registration
CRD #6482618 · ECHELONS CAPITAL, LLC · 4 years registered
Brand Profile
Not yet started
01

Career History

ECHELONS CAPITAL, LLC
Apr 2023 – present
PHASE LINE CAPITAL, LLC
Jun 2022 – Jul 2023
ATLANTA, GA
02

Registrations & Exams

FINRA examinations passed
SIE
Series 3
Series 7
Series 63
Series 65
Registration record
First registered · June 25, 2022
Years registered · 4
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
ECHELONS CAPITAL, LLC
CRD 325781 · SEC 801-127673
AUM
$130M
Regulatory assets under management
Employees
2
105 client accounts
Services offered by ECHELONS CAPITAL, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at ECHELONS CAPITAL, LLC →
Introduction

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05

Frequently Asked Questions

What services does John Patrick Rudio offer?
John Patrick Rudio specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in PARK CITY, Utah for a consultation.
What are John Patrick Rudio's credentials?
John Patrick Rudio is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is John Patrick Rudio located?
John Patrick Rudio is based in PARK CITY, Utah, working with ECHELONS CAPITAL, LLC. Their office serves clients in the PARK CITY metropolitan area and surrounding communities.
How does John Patrick Rudio charge for services?
John Patrick Rudio'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 ECHELONS CAPITAL, LLC?
ECHELONS CAPITAL, LLC has approximately 2 employees and manages $130M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at ECHELONS CAPITAL, LLC

Brett Thomas Leahy
PARK CITY, UT

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