Patrick Joseph Prato
Investment adviser representative at Boyd Watterson Asset Management, LLC
11 yearsExperience
1 stateRegistered in
$18.8BFirm assets
26 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
11 years in the industry.
- Quasar Distributors, LLCApr 2024 to now
- Boyd Watterson Asset Management, LLCSep 2017 to now
- Northern Lights Distributors, LLCJan 2018 to Mar 2023
- Emerald Asset Management, Inc.Oct 2015 to Oct 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law1992
- Series 66 · Uniform Combined State Law2009
State registrations
Registered as an investment adviser representative in 1 state (OH).
Boyd Watterson Asset Management, LLC
$18.8BAssets managed
1,102Clients
18Advisers
26 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2277651
- Firm CRD
- 107808