Patrick Gillooly, financial advisor Glen Cove NY
83 score

Patrick Gillooly

CRD Number: 1175343
Current Firm: Invest Financial Corporation

Patrick Gillooly (CRD# 1175343) is an Investment Advisor Representative working at Invest Financial Corporation in Glen Cove, NY and has over 25 years of experience in the finance industry.

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Company Name Location Dates Years
Invest Financial Corp. Bethpage, NY Aug 2011 - Current 5
Bethpage Financial Services Bethpage, NY Jun 2008 - Current 8
Uvest Financial Services Group, Inc. Charlotte, NC Jun 2008 - Aug 2011 3
Hsbc Securities (usa), Inc. Lynbrook, NY Jul 2005 - Jun 2008 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1991
S66 NASAA Uniform Combined State Law Examination Jun 2003
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Patrick S. Gillooly
Phone Number: (813) 880-5300
Registered State(s):
  • CA
  • GA
  • FL
By the Numbers
  • Total Assets Under Management
    4,432
    MILLIONS
  • Total Number of Accounts
    31,513
    ACCOUNTS
  • Average Account Value
    $140,649
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Performance-based fees
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
83

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