Patrick Michael Van Roten

Platform Technology Partners

28 Years of Experience

2 DisclosuresBrokerSells Insurance

View SEC Summary

Areas of Practice

Investment ManagementRetirement Planning

Platform Technology Partners

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

9 advisors

Number of Clients

771 clients

Average Client Portfolio

$1.4M average

Assets Under Management

$1.1B

Fee Structure

Minimum Investment:$100K

Financial Planning:Investment management only

Location

135 Crossways Park Drive, Suite 404, Woodbury, NY, 11797

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History

Regulatory History (2)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Customer Dispute

January 2011

Settled

Customer Dispute

January 2002

Settled

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

Patrick is an IAR of Northeast Private Wealth Management and sells fixed insurance through Spire Insurance since 2019. He also owns 63 Forest Avenue Holding Company LLC since August 2024, managing real estate property for rental income.