Patrick Sheelar (CRD# 7780116) is an Investment Advisor Representative working at Blackridge Asset Management, LLC in Williamsville, NY and has 1 year of experience in the finance industry.
CRD# 1234546
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 1604730
Lytle Investments
CRD# 6254146
Equitable Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Blackridge Asset Management, LLC | Jupiter, FL | Nov 2023 - Current | < 1 |
| Countryside Financial Ny | Williamsville, NY | Jul 2023 - Current | < 1 |
| Peak Brokerage Services, LLC | Jupiter, FL | Jul 2023 - Current | < 1 |
| Independent Contractor | Middleport, NY | Sep 2015 - Current | 8 |
| Sevenson Environmental Services, Inc. | Niagara Falls, NY | Sep 2018 - Jul 2023 | 4 |
| Niagara University | Niagara, NY | Aug 2018 - May 2023 | 4 |
| Sevenson Environmental Services, Inc. | Niagara Falls, NY | Jun 2015 - Sep 2018 | 3 |
| Royalton-hartland Central School District | Middleport, NY | Sep 2013 - Jun 2018 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Nov 2023 |
- NY
-
Total Assets Under Management187MILLIONS
-
Total Number of Accounts853ACCOUNTS
-
Average Account Value$218,708
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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