Patrick McGinty (CRD# 3082828) is an Investment Advisor Representative working at Pgim Investments LLC in Cohasset, MA and has over 25 years of experience in the finance industry.
CRD# 4046712
Stonehearth Capital Management
CRD# 2086353
Fidelity Personal And Workplace Advisors
CRD# 5046672
Lido
Company Name | Location | Dates | Years |
---|---|---|---|
Pgim Investments,llc | Cohasset, MA | May 2008 - Current | 16 |
Pgim Investments,llc | Cohasset, MA | Apr 2008 - Current | 16 |
Prudential Investment Management Services LLC | Cohasset, MA | Apr 2008 - Current | 16 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Dec 1998 |
S66 | NASAA Uniform Combined State Law Examination | Aug 2006 |
- MA
-
Total Assets Under Management315,352MILLIONS
-
Total Number of Accounts167ACCOUNTS
-
Average Account Value$1,888,332,353
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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