Patrick Touhey, financial advisor Boston MA

Patrick Touhey

CRD Number: 6906631
Current Firm: Rockefeller Capital Management

Patrick Touhey (CRD# 6906631) is an Investment Advisor Representative working at Rockefeller Capital Management in Boston, MA and has over 6 years of experience in the finance industry.

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Company Name Location Dates Years
Rockefeller & Co Boston, MA Nov 2020 - Current 3
The Ayco Company, L.p./mercer Allied Boston, MA Jun 2017 - Nov 2020 3
Bentley University Waltham, MA Sep 2013 - May 2017 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 2018
Contact Info for Patrick M. Touhey
Phone Number: 212-549-5100
Registered State(s):
  • MA
  • TX
By the Numbers
  • Total Assets Under Management
    51,821
    MILLIONS
  • Total Number of Accounts
    61,461
    ACCOUNTS
  • Average Account Value
    $843,153
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
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, WY

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