Platform Technology Partners

Firm record

As recorded in SEC IAPD

Firm CRD

305602

SEC number

801-117439

Firm type

RIA

Assets under management

$1.2B as of Mar 31, 2026

Website

www.neprivatewealth.com ↗

Phone

212-444-2362

Address

63 Forest Avenue, Locust Valley, NY, 11560

Advisors at this firm

10 in our index · page 1 of 1

• Jeffrey FiloneCRD 2651076 · Woodbury, NY
  IA RegisteredBroker
• John James LitkeCRD 6939498 · Woodbury, NY
  IA RegisteredBroker
• Patrick Kirley MoranCRD 2502331 · Locust Valley, NY
  IA RegisteredBroker
• Stephen James NicholasCRD 7266265 · Woodbury, NY
  IA RegisteredBroker
• Matthew Ryan SegalCRD 4282318 · Locust Valley, NY
  IA RegisteredBroker
• Matthew S ShapiroCRD 5561680 · Woodbury, NY
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Nathaniel Turner SimkinsCRD 7492642 · North Augusta, SC
  IA Registered
• Joseph Drew SpinaCRD 6598280 · Locust Valley, NY
  IA RegisteredBroker
• Robert J TirritoCRD 7569759 · Woodbury, NY
  IA RegisteredBroker
• Patrick Michael Van RotenCRD 2892385 · Woodbury, NY
  IA RegisteredBroker
  Disclosure event(s) on record

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.