Patricia Caprarese
Investment adviser representative at United Brokerage Services Inc
16 yearsExperience
6 statesRegistered in
$372.3MFirm 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
16 years in the industry.
- United Brokerage Services, Inc.Jan 2024 to now
- J.P. Morgan Securities LLCApr 2022 to Jan 2024
- JPMorgan Chase Bank, N.A.Apr 2022 to Jan 2024
- United Brokerage Services, IncJul 2020 to Apr 2022
- United BankJun 2018 to Apr 2022
- EyetiqueNov 2010 to Jun 2018
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 6 states (AL, KY, OH, PA, TX, WV).
United Brokerage Services Inc
Legal name: United Brokerage Services, Inc
$372.3MAssets managed
1,390Clients
57Advisers
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
- 7280109
- Firm CRD
- 39062