Joshua Paul Patchik
Investment adviser representative at Frec
11 yearsExperience
2 statesRegistered in
$567.2MFirm assets
3 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
11 years in the industry.
- FrecOct 2024 to now
- Frec Advisers LLCOct 2024 to now
- Frec Markets, Inc.Oct 2024 to now
- Frec Securities LLCOct 2024 to now
- Tastytrade, Inc.Apr 2023 to Oct 2024
- M1 FinanceNov 2020 to Apr 2023
- Lbmz Securities IncJul 2018 to Nov 2020
- University of Illinois At ChicagoAug 2016 to May 2018
- Flat Top GrillMar 2015 to Oct 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2018
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 2 states (CA, IL).
Frec
Legal name: Frec Advisers LLC
$567.2MAssets managed
1,830Clients
8Advisers
3 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
- 6997145
- Firm CRD
- 325982