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Patrick Decatalogne

Castleoak Securities, LP

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About Patrick Decatalogne

Patrick Decatalogne is a securities professional with over 30 years of experience in the financial industry. Patrick is currently registered with Castleoak Securities, LP and is licensed to conduct business in several states. Patrick has previously worked with several firms including Blaylock & Company, Inc., Cantor Fitzgerald & Co., Peters & Cook, Inc., Interstate/Johnson Lane Corporation, Electronic Trading Systems, L.P. and J.P. Morgan Securities Inc. Patrick holds a variety of securities licenses, including Series 6, 7, 24, 63, 79 and 99.

Firm Information

Patrick Decatalogne is currently registered with Castleoak Securities, LP. Castleoak Securities, LP is a Partnership formed in July 2004. It is registered with the SEC and is approved in all 50 states.

Not reported

Assets Under Management

Not reported

Total Clients

21

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.

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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Patrick Decatalogne’s Registration & Firm History

GA

04/07/2006 - Present

Castleoak Securities, LP (Alpharetta GA)

GA

09/26/1997 - 04/25/2006

BLAYLOCK & COMPANY, INC. (ALPHARETTA GA)

NY

03/30/2006 - 04/10/2006

CANTOR FITZGERALD & CO. (NEW YORK NY)

FL

06/10/1996 - 06/26/1997

PETERS & COOK, INC. (PALM BEACH FL)

NC

12/16/1993 - 06/11/1996

INTERSTATE/JOHNSON LANE CORPORATION (CHARLOTTE NC)

NA

03/09/1993 - 12/21/1993

ELECTRONIC TRADING SYSTEMS, L.P.

NY

05/21/1990 - 02/09/1993

J.P. MORGAN SECURITIES INC. (NEW YORK NY)

NJ

08/12/1987 - 06/21/1988

FIRST INVESTORS CORPORATION (EDISON NJ)

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Licenses & Designations

BC

Issued 07/24/1987

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/03/2003

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/23/1990

Series 7 - General Securities Representative Examination

BC

Issued 08/11/1987

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Patrick Decatalogne.
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