Joseph Matthew Patane

Employer firm

Plancorp, LLC CRD 106599

$10.6B regulatory AUM 25 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2005 → Present
  Plancorp, Llc (Fka Plancorp, Inc.)
  Sarasota, FL
• 01/1997 → Present
  The Patane Company
  Sarasota, FL

Other Businesses

MR. PATANE IS A PARTIAL OWNER OF SEVERAL BUSINESSES, INCLUDING CLARK STATION RETAIL SARASOTA, LLLP, CLARK STATION HOTEL LLC and BEJP MANAGEMENT, LLC. (COMMERCIAL REAL ESTATE DEVELOPER, SARASOTA, FL),

Designations

• Certified Financial Planner

Other Names

• Matthew Joseph Patane