Patrick Sreenan, financial advisor Deerfield Beach FL
93 score

Patrick Sreenan

CRD Number: 3101907
Current Firm: Cetera Advisor Networks LLC

Patrick Sreenan (CRD# 3101907) is an Investment Advisor Representative working at Cetera Advisor Networks LLC in Deerfield Beach, FL and has over 17 years of experience in the finance industry.

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Company Name Location Dates Years
Sageview Advisory Group Irvine, CA Aug 2014 - Current 2
Cetera Advisor Networks LLC El Segundo, CA Jan 2013 - Current 3
Jm Family Ent Inc. Deerfield Beach, FL Jun 1985 - Current 31
Financial Network El Segundo, CA May 2008 - Dec 2012 4
Mutual Service Corporation Deerfield Beach, FL Jan 2003 - May 2008 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1999
Contact Info for Patrick H. Sreenan
Phone Number: 310-326-3100
Registered State(s):
  • FL
  • TX
By the Numbers
  • Total Assets Under Management
    16,791
    MILLIONS
  • Total Number of Accounts
    70,113
    ACCOUNTS
  • Average Account Value
    $239,482
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
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
93
Clean Record
This advisor has a clean track record with regulators.

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