Unclaimed
Patrick Fruzzetti is a financial professional registered with Hightower Advisors, LLC in both New York and Illinois. Patrick has been in the financial services industry since July 2007. Patrick is a Series 7 and Series 66 licensed advisor. Previously, Patrick was associated with Barclays Capital Inc. and Lehman Brothers Inc. Hightower Advisors, LLC is based in Chicago, Illinois and has over 890 Investment Advisor Representatives. Hightower Advisors, LLC specializes in financial planning, portfolio management, and treasury management for businesses and individuals.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Treasury management for corporate clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Retainer or service fees or some combination of 1, 2, 4, 5 & 7
1
2
NY
03/18/2021 - Present
Hightower Advisors, LLC (New York City NY)
NY
09/22/2008 - 03/26/2009
BARCLAYS CAPITAL INC. (NEW YORK NY)
NY
05/10/2005 - 09/22/2008
LEHMAN BROTHERS INC. (NEW YORK NY)
BOTH
Issued 03/01/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/09/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Patrick Fruzzetti is the right advisor for you? Invested Better is here to help.