Patrick Mulvehill, financial advisor Edina MN

Patrick Mulvehill

CRD Number: 5841475
Current Firm: Baztec Capital Management, LLC

Patrick Mulvehill (CRD# 5841475) is an Investment Advisor Representative working at Baztec Capital Management, LLC in Edina, MN and has over 11 years of experience in the finance industry.

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Company Name Location Dates Years
Baztec Capital Management, LLC Edina, MN Jan 2019 - Current 3
Baztec Capital LLC Edina, MN Dec 2016 - Dec 2018 2
Cornerstone Capital Edina, MN Apr 2015 - Dec 2016 1
Kidron Capital Minnetonka, MN Jun 2012 - Apr 2015 2
Piper Jaffray & Company Minneapolis, MN Aug 2010 - Jun 2012 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2010
S65 NASAA Investment Advisors Law Examination Nov 2020
Contact Info for Patrick J. Mulvehill
Phone Number: 612-516-0446
Registered State(s):
  • MN
Current Firm Details
Baztec Capital Management, LLC
Firm's CRD Number: 312365
By the Numbers
  • Total Assets Under Management
    33
    MILLIONS
  • Total Number of Accounts
    10
    ACCOUNTS
  • Average Account Value
    $3,334,714
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

MN

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