Patriot Securities LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Patriot Securities LLC provides fee‑based, discretionary investment advisory services to individuals, trusts and small business entities, delivering custom portfolio management rather than wrap‑fee programs. The firm states it tailors advice through meetings and conversations with clients and does not impose an account minimum.
The adviser describes a tactical allocation approach aimed at reducing risk and increasing performance, using fundamental and cyclical analysis across client portfolios and employing exchange‑listed securities, corporate and municipal debt, mutual funds and ETFs. The firm may use cash positions or ETFs as hedges and will, on occasion, recommend specific stocks to alter sector weightings or increase dividend potential, with discretionary trading authority and quarterly reviews.
The brochure highlights that director Joseph D. LaBanz founded the firm in 2015 after senior roles at Wells Fargo Advisors, Wachovia Securities and Janney Montgomery Scott and that neither the firm nor its management has disciplinary history. Patriot reports no material industry affiliations, does not accept third‑party sales compensation, and does not vote client proxies (clients retain voting authority), with custody limited to authorized fee deductions.
Client services
Expertise
Fee options
$1,000 - $99,999: 1.50% $100,000 - $249,999: 1.25% $250,000 - $499,999: 1.00% $500,000+: 0.75%
Main office
4600 Military Trail, Suite 222
Jupiter FL 33458
Advisors at this office
1
Most active in
Florida
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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