Patrick Doherty, financial advisor Danbury CT
96 score

Patrick Doherty

CRD Number: 4543469
Current Firm: Reby Advisors, LLC

Patrick Doherty (CRD# 4543469) is an Investment Advisor Representative working at Reby Advisors, LLC in Danbury, CT and has over 14 years of experience in the finance industry. Patrick Doherty has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Triad Advisors Inc. Norcross, GA May 2012 - Current 4
Reby Advisors, LLC Danbury, CT Aug 2007 - Current 9
Royal Alliance Associates, Inc. Danbury, CT Nov 2006 - May 2012 5
Robert J Reby & Company, Inc. Danbury, CT Nov 2006 - Aug 2007 < 1
Commerce Capital Markets, Inc. New York, NY Mar 2004 - Nov 2006 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2002
Contact Info for Patrick M. Doherty
Phone Number: 203.790.4949
Registered State(s):
  • CT
By the Numbers
  • Total Assets Under Management
    328
    MILLIONS
  • Total Number of Accounts
    555
    ACCOUNTS
  • Average Account Value
    $591,064
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

CT, FL, NC, NJ, NY, PA, TX, VA

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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