Best Investors Account Sign in
Inactive

Anthony J Patti

Aj Patti Advisors LLC

Manalapan, NJ

CRD 2810474

Claim This Profile
Employer firm

Aj Patti Advisors LLC CRD 326914

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

Current Employers
Aj Patti Advisors Llc

Manalapan, NJ • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APP_PEND_IARCE 2026-01-01
  • NJ RA
    APP_PEND_IARCE
    Since 2026-01-01

Branch Locations

Manalapan, NJ • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Credit Suisse 11 Madison Avenue NY 09/2006 03/2023
Aj Patti Advisors Llc Manalapan NJ 02/2023 Present
  • 09/2006 → 03/2023
    Credit Suisse
    11 Madison Avenue, NY
  • 02/2023 → Present
    Aj Patti Advisors Llc
    Manalapan, NJ
Designations
  • Chartered Financial Analyst

View on SEC IAPD

More in Manalapan, NJ

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor