Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patricio? Claim Your ProfilePatricio Filippi is an Investment Advisor Representative with Chronos Capital Advisors LLC, based in Miami, Florida. Patricio has been a registered Investment Advisor Representative since May 2016 and has over 15 years of experience in the financial services industry. Patricio has also held positions at Citigroup Global Markets Inc. and Legg Mason Investor Services, LLC. Patricio holds the Series 66, Series 7 and SIE licenses.
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.
Personalized portfolio management to meet individual financial objectives.
Family office services,consolidated reporting,consulting.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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FL
05/20/2016 - Present
Chronos Capital Advisors LLC (MIAMI FL)
FL
10/08/2007 - 04/19/2016
CITIGROUP GLOBAL MARKETS INC. (MIAMI FL)
FL
05/08/2006 - 09/25/2007
LEGG MASON INVESTOR SERVICES, LLC (MIAMI FL)
NY
10/07/2004 - 01/26/2006
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
BOTH
Issued 02/28/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/19/2016
SIE - Securities Industry Essentials Examination
BC
Issued 10/06/2004
Series 7 - General Securities Representative Examination
Active
Inactive
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