Patrick McGreal (CRD# 1201782) is an Investment Advisor Representative working at Advice And Planning Services in Latham, NY and has over 39 years of experience in the finance industry.
CRD# 1063197
Lpl Financial LLC
CRD# 6091481
The Ayco Company, LP
CRD# 5123632
Cetera Investment Advisers LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Tiaa | Albany, NY | Jun 2015 - Current | 8 |
| Tiaa-cref Individual & Institutional Services, LLC | Albany, NY | Jun 2015 - Current | 8 |
| Cco Investment Services Corp. | Slingerlands, NY | Feb 2015 - Jun 2015 | < 1 |
| Citizens Bank | Slingerlands, NY | Feb 2015 - Jun 2015 | < 1 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Latham, NY | Oct 2009 - Feb 2015 | 5 |
| Bank Of America, N.a. | Latham, NY | Oct 2004 - Feb 2015 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 1984 |
| S65 | NASAA Investment Advisors Law Examination | May 2015 |
- NY
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Total Assets Under Management32,677MILLIONS
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Total Number of Accounts73,602ACCOUNTS
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Average Account Value$443,967
- A percentage of assets under your management
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
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, WY
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