Patrick Keenan, financial advisor New York NY
93 score

Patrick Keenan

CRD Number: 1803525
Current Firm: Lagoda Investment Management, LP

Patrick Keenan (CRD# 1803525) is an Investment Advisor Representative working at Lagoda Investment Management, LP in New York, NY and has over 25 years of experience in the finance industry.

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Company Name Location Dates Years
Lagoda Investment Management, LP New York City, NY Feb 2014 - Current 2
Patrick Keenan, Cpa New York City, NY Jan 2011 - Jan 2014 3
Fef Distributors, LLC New York, NY Oct 2005 - Dec 2010 5
Arnhold And S. Bleichroeder Advisers, LLC New York, NY Jan 2005 - Aug 2010 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1991
Contact Info for Patrick A. Keenan
Phone Number: 212-309-7664
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    856
    MILLIONS
  • Total Number of Accounts
    119
    ACCOUNTS
  • Average Account Value
    $7,193,277
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

CA, CO, CT, DE, FL, MA, NY, TX

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

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