Patrick McGuigan, financial advisor Horsham PA
93 score

Patrick McGuigan

CRD Number: 2975260
Current Firm: Pnc Investments

Patrick McGuigan (CRD# 2975260) is an Investment Advisor Representative working at Pnc Investments in Horsham, PA and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
Pnc Investments Pittsburgh, PA Oct 2010 - Current 6
Pnc Bank Pittsburgh, PA Oct 2010 - Current 6
Merrill Lynch Pennington, NJ May 2010 - Oct 2010 < 1
Wake Capital Group Calabasas, CA Jul 2008 - Apr 2010 1
Mcm Securities LLC New York, NY Sep 2007 - Jul 2008 < 1
Unemployed Holland, PA Aug 2006 - Sep 2007 1
Purshe Kaplan Sterling Investments Albany, NY Mar 2006 - Aug 2006 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1998
S66 NASAA Uniform Combined State Law Examination Jul 2010
Contact Info for Patrick J. McGuigan
Phone Number: 800-762-6111
Firm Website: http://www.pnc.com
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    11,195
    MILLIONS
  • Total Number of Accounts
    78,826
    ACCOUNTS
  • Average Account Value
    $142,023
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • 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, RI, SC, SD, TN, TX, UT, VA, 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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