PATRIOT SECURITIES LLC

PATRIOT SECURITIES LLC of JUPITER, FL is an SEC-registered investment adviser (CRD 270023). Regulatory assets under management: $30.3M.

Registration

• CRD: 270023
• Type: Registered investment adviser
• Location: 4600 MILITARY TRAIL, JUPITER, FL, 33458
• Phone: (561) 249-9795
• Latest filing: 2026-01-22
• Regulatory AUM: $30.3M
• Discretionary AUM: $30.3M
• Clients: 1
• Accounts: 110

Business model

Compensation: % of AUM.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 270023 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search