Patrick Carroll, financial advisor Garden City NY

Patrick Carroll

CRD Number: 2351128
Current Firm: Hilton Capital Management, LLC

Patrick Carroll (CRD# 2351128) is an Investment Advisor Representative working at Hilton Capital Management, LLC in Garden City, NY and has over 30 years of experience in the finance industry.

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Company Name Location Dates Years
Hilton Capital Management, LLC Garden City, NY Apr 2022 - Current 1
Foreside Fund Services, LLC Garden City, NY Apr 2022 - Current 1
John Hancock Advisers, LLC Boston, MA Nov 2018 - Apr 2022 3
John Hancock Funds, Inc. Boston, MA Jul 2018 - Apr 2022 3
John Hancock Boston, MA Jul 2018 - Apr 2022 3
Jp Morgan Chase Bank N.a. Scarsdale, NY Jan 2018 - Jul 2018 < 1
Jp Morgan Securities, LLC Scarsdale, NY Jan 2018 - Jul 2018 < 1
Blackrock Financial Management, Inc. New York, NY Jul 2009 - Jan 2018 8
Blackrock Investments, LLC New York, NY Jul 2009 - Jan 2018 8
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1993
S65 NASAA Investment Advisors Law Examination Jan 2014
Contact Info for Patrick V. Carroll
Phone Number: 516-693-5380
Firm Website: http://www.hiltoncm.com
Registered State(s):
  • NY
By the Numbers
  • Total Assets Under Management
    2,309
    MILLIONS
  • Total Number of Accounts
    1,762
    ACCOUNTS
  • Average Account Value
    $1,310,592
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

AK, AL, AZ, CA, CO, CT, FL, GA, IA, ID, IL, IN, MI, MN, MS, NC, NJ, NM, NV, NY, OH, OR, SC, SD, TN, TX, UT, VA, WA, WI

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