Patrick Nee, financial advisor Lexington MA
93 score

Patrick Nee

CRD Number: 4499738
Current Firm: Eagle Strategies LLC

Patrick Nee (CRD# 4499738) is an Investment Advisor Representative working at Eagle Strategies LLC in Lexington, MA and has over 14 years of experience in the finance industry.

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Company Name Location Dates Years
Boston Retirement Group, LLC Waltham, MA Jul 2016 - Current < 1
New York Life Insurance Company Waltham, MA Jan 2002 - Current 14
Alpha Pension Group, Inc. Waltham, MA Apr 2009 - Jul 2016 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 2002
S65 NASAA Investment Advisors Law Examination Aug 2006
Contact Info for Patrick G. Nee
Phone Number: (888) 695-3245
Registered State(s):
  • RI
By the Numbers
  • Total Assets Under Management
    5,154
    MILLIONS
  • Total Number of Accounts
    29,837
    ACCOUNTS
  • Average Account Value
    $172,747
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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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