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Patrick Scott Shattenkirk

Invicta Capital LLC

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About Patrick Scott Shattenkirk

Patrick Shattenkirk is a financial advisor with over 30 years of experience in the financial services industry. Currently, Patrick is registered with Invicta Capital LLC and Weild & Co. in Pennsylvania. Patrick is also a Series 7, Series 24 and Series 99TO licensed professional. Previously, Patrick was registered with Crito Capital LLC, Old City Securities LLC, North Sea Securities L.P., VCA Securities, LP, Secondcap America LLC, CP Cogent Securities LP, Deutsche Bank Securities Inc., Morgan Stanley & Co., Incorporated and Bear, Stearns & Co. Inc..

Firm Information

Patrick Shattenkirk is currently registered with Invicta Capital LLC. Invicta Capital LLC is a Limited Liability Company formed in 2010. The firm is registered in 31 states and has one approved SEC registration.

Not reported

Assets Under Management

Not reported

Total Clients

33

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 Shattenkirk’s Registration & Firm History

PA

11/29/2023 - Present

Invicta Capital LLC (OAKMONT PA)

CT

01/21/2022 - 11/10/2023

CRITO CAPITAL LLC (WESTPORT CT)

NY

02/01/2021 - 01/03/2022

OLD CITY SECURITIES LLC (NEW YORK NY)

NY

05/12/2014 - 02/26/2018

NORTH SEA SECURITIES L.P. (NEW YORK NY)

NY

10/15/2013 - 05/01/2014

VCA SECURITIES, LP (NEW YORK CITY NY)

NY

03/07/2011 - 04/12/2012

SECONDCAP AMERICA LLC (RYE NY)

TX

09/09/2003 - 05/02/2007

CP COGENT SECURITIES LP (DALLAS TX)

NY

11/23/1999 - 03/05/2003

DEUTSCHE BANK SECURITIES INC. (NEW YORK NY)

NY

03/26/1991 - 12/16/1998

MORGAN STANLEY & CO., INCORPORATED (NEW YORK NY)

NY

03/26/1991 - 12/16/1998

MORGAN STANLEY MARKET PRODUCTS INC. (NEW YORK NY)

NY

01/08/1991 - 01/18/1991

BEAR, STEARNS & CO. INC. (NEW YORK NY)

NY

09/24/1982 - 01/18/1991

MORGAN STANLEY & CO., INCORPORATED (NEW YORK NY)

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Licenses & Designations

BC

Issued 02/23/2011

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/19/2011

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/18/1982

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Patrick Scott Shattenkirk.
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