A complete list of active advisors currently associated with Patriot Securities LLC

Warmer can help you find a great advisor at Patriot Securities LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at Patriot Securities LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Joseph Labanz	Jupiter, FL	21

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