LPL Financial
42yrs
Top advisor by experience in Farmingdale
7yrs
Patrick Ulceus
Financial advisor at Primerica Advisors
Based in Farmingdale, New York, Patrick Ulceus is a fiduciary financial advisor with 7 years of industry experience. Patrick has been with Primerica Advisors since 2022. Primerica Advisors offers investment management and is paid through a percentage of assets.
One of 61 advisors with offices in Farmingdale, and one of 29 fiduciaries.
At a glance
Experience7 years (since 2019)
How that compares ?7 years in the industry
Office1111 Route 110 Suite 355, Farmingdale, NY 11735
How the firm is paid ?Percent of assets
Typical client at the firm ?$228,117
Advisors at the firm3,998
States licensed ?1 state
Services through Primerica Advisors
Investment management for individuals and small businesses
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2022 – nowPFS Investments Inc.Current firm
Questions to ask Patrick
Tailored to Patrick’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Patrick
How do I contact Patrick?
Call Primerica Advisors at (833) 786-0550 and ask for Patrick Ulceus. Patrick works from the Farmingdale, NY office.
How long has Patrick been a financial advisor?
Patrick has been in the industry since 2019, about 7 years. 7 years in the industry.
What licenses does Patrick hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Patrick a fiduciary?
Patrick is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Patrick paid?
Primerica Advisors reports being paid by a percentage of the assets they manage. Ask Patrick for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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