Patrick Dunne (CRD# 1542295) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Ashburn, VA and has over 33 years of experience in the finance industry.
CRD# 4092356
David Wealth Management, LLC
CRD# 7032841
Edward Jones
CRD# 5954281
Mercer Global Advisors Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fidelity Brokerage Services LLC | Reston, VA | Jan 2020 - Current | 4 |
| Unemployed | Hauppauge, NY | Jul 2019 - Jan 2020 | < 1 |
| Stifel, Nicolaus & Company, Incorporated | Hauppauge, NY | Mar 2019 - Jun 2019 | < 1 |
| First Empire Securities, Inc. | Vienna, VA | May 1991 - Mar 2019 | 27 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 1990 |
| S66 | NASAA Uniform Combined State Law Examination | Jun 2022 |
- TX
- VA
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Total Assets Under Management818,776MILLIONS
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Total Number of Accounts1,991,043ACCOUNTS
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Average Account Value$411,230
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- 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, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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