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Justin M Patellaro

Eide Bailly Advisors, LLC

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About Justin M Patellaro

Justin M. Patellaro is a financial advisor with Eide Bailly Advisors, LLC, and has over 15 years of experience in the financial services industry. Justin also works with Sequoia Financial Group, LLC, Consilium Wealth Management and Simplex Wealth Management. Justin's areas of expertise include financial planning, portfolio management, and investment advisory services. Justin is a CERTIFIED FINANCIAL PLANNER™ professional and a Chartered Financial Analyst. Justin is registered with the state of California and Illinois to provide investment advisory services. Justin holds a Series 7 and Series 66 license and is licensed as a real estate agent in Arizona and California. Justin is a member of the National Association of Personal Financial Advisors.

Firm Information

Justin Patellaro is currently registered with Eide Bailly Advisors, LLC. Eide Bailly Advisors, LLC is an investment advisor headquartered in Fargo, North Dakota with $1 billion - $10 billion in assets under management. The firm primarily serves high-net-worth individuals, pension and profit-sharing plans, corporations or other businesses, and individuals other than high-net-worth. They offer advisory services in other areas, but do not provide financial planning or pension consulting.
Eide Bailly Advisors, LLC

4310 17TH AVE S

FARGO, ND 58103

$1.58B

Assets Under Management

78

Total Clients

17

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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only promoter activity

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Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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other

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Justin Patellaro’s Registration & Firm History

ND

09/19/2024 - Present

Eide Bailly Advisors, LLC (FARGO ND)

AZ

08/11/2008 - 05/29/2009

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PHOENIX AZ)

AZ

04/03/2008 - 05/23/2008

MML INVESTORS SERVICES, INC. (SCOTTSDALE AZ)

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Licenses & Designations

BOTH

Issued 04/24/2008

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/02/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Justin M Patellaro.
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