# Christian Paterok

> Christian Paterok is a fee-only financial advisor at Noesis Capital Management in Boca Raton, Florida, who holds the CFA credential. Christian focuses on cross-border (US / Canada), family wealth transfer and estate & legacy planning. Noesis Capital Management reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/christian-paterok/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Noesis Capital Management
- **Based in:** Boca Raton, Florida
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Languages:** Spanish
- **Assets under management (firm):** $876.9M across 851 accounts
- **Credentials:** CFA
- **Specialties:** Cross-border (US / Canada), Family wealth transfer, Estate & legacy planning
- **Works with:** Cross-border families, Multi-generational families, Mid-life transitions
- **CRD:** 6596889 (https://adviserinfo.sec.gov/individual/summary/6596889)
- **SEC registration:** Investment adviser representative in FL
- **Firm size:** 12 employees
- **Disclosures:** None reported
- **Website:** https://www.noesis-capital.com

## Frequently asked questions

### Is Christian Paterok a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Christian holds no broker registration, and Noesis Capital Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Christian charge for financial advice?

Christian's firm, Noesis Capital Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### What languages does Christian work in?

Besides English, Noesis Capital Management offers service in Spanish, according to its website.

### Where is Christian Paterok based?

Christian Paterok is based in Boca Raton, Florida.

### What does Christian specialize in?

Christian's specialties include cross-border (US / Canada), family wealth transfer and estate & legacy planning. Christian works with cross-border families, multi-generational families and mid-life transitions.

### What credentials does Christian Paterok hold?

Christian Paterok holds the CFA credential.

### Is Christian Paterok registered with the SEC?

Yes. Christian Paterok is registered as an investment adviser representative in FL (CRD 6596889), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Noesis Capital Management manage?

Noesis Capital Management reports $876.9M across 851 accounts in assets under management.

### How do I contact Christian Paterok?

Through Christian's website, www.noesis-capital.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6596889): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.noesis-capital.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.