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Patrick Phelan, financial advisor Hyannis MA

Patrick Phelan

CRD Number: 6353573
Current Firm: Eagle Strategies LLC

Patrick Phelan (CRD# 6353573) is an Investment Advisor Representative working at Eagle Strategies LLC in Hyannis, MA and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Eagle Strategies LLC Hyannis, MA Jun 2017 - Current 3
Nylife Securities LLC Hyannis, MA Aug 2014 - Current 6
New York Life Insurance Co Hyannis, MA Jun 2014 - Current 6
Unemployed Brewster, MA Nov 2013 - Jun 2014 < 1
San Antonio Scorpions San Antonio, TX Mar 2013 - Nov 2013 < 1
Unemployed Brewster, MA Oct 2012 - Mar 2013 < 1
Seinajoen Jalkapallokerho Seinajoki, May 2012 - Oct 2012 < 1
Unemployed Newton, MA Dec 2011 - May 2012 < 1
New England Revolution Foxboro, MA Jun 2008 - Dec 2011 3
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jun 2017
S63 Uniform Securities State Law Examination Dec 2015
Contact Info for Patrick Phelan
Phone Number: (888) 695-3245
Registered State(s):
  • MA
  • TX
By the Numbers
  • Total Assets Under Management
    11,274
    MILLIONS
  • Total Number of Accounts
    59,118
    ACCOUNTS
  • Average Account Value
    $190,699
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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)
  • Publication of periodicals or newsletters
  • 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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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