Patrick Joseph Prato

Employer firm

Boyd Watterson Asset Management, LLC CRD 107808

$18.8B regulatory AUM 5 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)

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

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

Current Employers

Employment History

• 10/2015 → 10/2017
  Emerald Asset Management, Inc.
  Leola, PA
• 09/2017 → Present
  Boyd Watterson Asset Management, Llc
  Cleveland, OH
• 01/2018 → 03/2023
  Northern Lights Distributors, Llc
  Omaha, NE
• 04/2024 → Present
  Quasar Distributors, Llc
  Aurora, OH

Previous Registrations

• 2011-08-16 → 2012-10-16
  Persimmon Capital Management Lp
  Boston, MA
• 2009-06-08 → 2009-07-27
  Old Mutual Capital
  Aurora, OH
  Denver, CO

Other Businesses

1). Boyd Watterson Asset Management; Investment Related; Cleveland, OH; Asset Management; EXECUTIVE VICE PRESIDENT, HEAD OF ADVISOR CHANNEL; Head of Advisor Distribution for Platforms; Start: 9/3/2017; 160 Hours per month during trading hours

Exams

• S66 Uniform Combined State Law Examination
  2009-06-06
• S63 Uniform Securities Agent State Law Examination
  1992-12-04

Other Names

• Patrick Joseph Prato
• Patrick Prato