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RIA / WealthAdvisorCertified Financial Planner|Chartered Financial Analyst22 years in industry

Justin M Patellaro

Advisor at MONEY CONCEPTS ADVISORY SERVICE

PALM BEACH GARDENS, FL | San Ramon, CA

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Search this name across graphsid dfx:ria:53332156-7678-4cdc-1939-14371d2d9fd6

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 2:41 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 4
On other graphs: 0
Observed: Aug 11, 2008 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: MONEY CONCEPTS ADVISORY SERVICE
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Mar 1, 2004earliest registration or exam on IAPD
Years in industry: 22derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner|Chartered Financial Analyst
Exams: S66
First exam: Apr 24, 2008
First registration: Aug 11, 2008
Dual registered: no
Other names: JUSTIN MICHAEL TESKEY|JUSTIN M PATELLARO|Justin Patellaro
IAPD individual key: 5321345

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
MONEY CONCEPTS ADVISORY SERVICE	Bd affiliated wealth	Feb 18, 2025	n/a	yes	PALM BEACH GARDENS, FL\|San Ramon, CA\|PALM BEACH GARDENS, FL	Current employment
SEQUOIA FINANCIAL GROUP, L.L.C.	Independent wealth	Sep 13, 2024	Mar 10, 2025	no	Walnut Creek, CA\|AKRON, OH	Previous registration
EIDE BAILLY ADVISORS, LLC	Former SEC adviser	Nov 28, 2023	Nov 8, 2024	no	SIOUX FALLS, SD\|San Ramon, CA	Previous registration
SIMPLEX WEALTH MANAGEMENT	Former SEC adviser	Mar 12, 2021	Dec 2, 2024	no	DANVILLE, CA	Previous registration
CONSILIUM WEALTH MANAGEMENT	Former SEC adviser	Mar 12, 2021	Dec 2, 2024	no	DANVILLE, CA	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Aug 11, 2008	May 29, 2009	no	PHOENIX, AZ	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
SEQUOIA FINANCIAL GROUP, L.L.C.	MONEY CONCEPTS ADVISORY SERVICE	Mar 10, 2025	Feb 18, 2025	-20	Firm change	RIA to ibd
CONSILIUM WEALTH MANAGEMENT	SIMPLEX WEALTH MANAGEMENT	Dec 2, 2024	Mar 12, 2021	-1,361	Firm change after gap	RIA to RIA
SIMPLEX WEALTH MANAGEMENT	EIDE BAILLY ADVISORS, LLC	Dec 2, 2024	Nov 28, 2023	-370	Firm change after gap	RIA to RIA
EIDE BAILLY ADVISORS, LLC	SEQUOIA FINANCIAL GROUP, L.L.C.	Nov 8, 2024	Sep 13, 2024	-56	Firm change after gap	RIA to RIA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	CONSILIUM WEALTH MANAGEMENT	May 29, 2009	Mar 12, 2021	4,305	Firm change after gap	Wirehouse to RIA

Relationships

Registered with (6)

→ MONEY CONCEPTS ADVISORY SERVICERegistered adviserregistration: current employment
Feb 18, 2025 to presentfactForm ADV
→ SEQUOIA FINANCIAL GROUP, L.L.C.Registered adviserregistration: previous registration
Sep 13, 2024 to Mar 10, 2025factForm ADV
→ CONSILIUM WEALTH MANAGEMENTRegistered adviserregistration: previous registration
Mar 12, 2021 to Dec 2, 2024factForm ADV
→ SIMPLEX WEALTH MANAGEMENTRegistered adviserregistration: previous registration
Mar 12, 2021 to Dec 2, 2024factForm ADV
→ EIDE BAILLY ADVISORS, LLCRegistered adviserregistration: previous registration
Nov 28, 2023 to Nov 8, 2024factForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Aug 11, 2008 to May 29, 2009factForm ADV

Dated events

Occurred
Mar 10, 2025
Advisor changed firm
Justin M Patellaro left Sequoia Financial Group, L.L.C. for Money Concepts Advisory Service (registered 2025-02-18)
Form ADVobserved 6 days ago
Occurred
Dec 2, 2024
Advisor changed firm
Justin M Patellaro left Consilium Wealth Management for Eide Bailly Advisors, Llc (registered 2023-11-28)
Form ADVobserved 6 days ago
Occurred
Dec 2, 2024
Advisor changed firm
Justin M Patellaro left Simplex Wealth Management for Consilium Wealth Management (registered 2021-03-12)
Form ADVobserved 6 days ago
Occurred
Nov 8, 2024
Advisor changed firm
Justin M Patellaro left Eide Bailly Advisors, Llc for Sequoia Financial Group, L.L.C. (registered 2024-09-13)
Form ADVobserved 6 days ago