Patricia Rose Piatt
Investment adviser representative at Exodus Wealth, LLC
22 yearsExperience
1 stateRegistered in
$483.6MFirm assets
11 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
22 years in the industry.
- Exodus Wealth, LLCFeb 2022 to now
- Prosperity Wealth Management, Inc.Feb 2022 to now
- Fortune Financial ServicesMar 2021 to now
- Western Southern LifeJan 2019 to now
- W&s Brokerage ServicesFeb 2019 to Feb 2021
- UnemployedOct 2018 to Feb 2019
- The Huntington Investment CompanyMay 2012 to Oct 2018
- Patty Rose ConsultingJun 2004 to Oct 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
- Series 66 · Uniform Combined State Law2005
State registrations
Registered as an investment adviser representative in 1 state (PA).
Exodus Wealth, LLC
$483.6MAssets managed
2,249Clients
56Advisers
11 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
- 3176227
- Firm CRD
- 174328