Patrick Flynn, financial advisor Boston MA
90 score

Patrick Flynn

CRD Number: 5958157
Current Firm: Columbia Management Investment Advisers, LLC

Patrick Flynn (CRD# 5958157) is an Investment Advisor Representative working at Columbia Management Investment Advisers, LLC in Boston, MA and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Columbia Management Investment Distributors Inc. Boston, MA Nov 2013 - Current 3
Edward Jones St Louis, MO Jul 2011 - Oct 2013 2
University Of Mary Washington Fredericksburg, VA Aug 2009 - May 2011 1
University Of Mary Washington Fredericksburg, VA Aug 2007 - May 2011 3
Play It Again Sports Midlothian, VA Aug 2006 - Apr 2010 3
Celebrations At The Reservoir Moseley, VA Jun 2005 - Aug 2006 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2011
Contact Info for Patrick M. Flynn
Phone Number: 800-225-2365
Registered State(s):
  • MA
By the Numbers
  • Total Assets Under Management
    338,819
    MILLIONS
  • Total Number of Accounts
    8,954
    ACCOUNTS
  • Average Account Value
    $37,839,978
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

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, VI, VT, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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