Patrick Glynn, financial advisor Farmington CT
96 score

Patrick Glynn

CRD Number: 1803369
Current Firm: Investacorp Advisory Services Inc.

Patrick Glynn (CRD# 1803369) is an Investment Advisor Representative working at Investacorp Advisory Services Inc. in Farmington, CT and has over 18 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Investacorp, Inc. Miami, FL Jan 2016 - Current < 1
Highland Capital Brokerage Farmington, CT Jan 2010 - Current 6
Nfp Securities,inc. New York, NY Jan 2010 - Dec 2015 5
Phoenix Equity Planning Corporation Hartford, CT Jan 1999 - Jan 2010 11
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1998
Contact Info for Patrick M. Glynn
Phone Number: 305-557-3000
Registered State(s):
  • CT
By the Numbers
  • Total Assets Under Management
    1,606
    MILLIONS
  • Total Number of Accounts
    6,229
    ACCOUNTS
  • Average Account Value
    $257,783
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • 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

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

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