Patrick Curtin, financial advisor Peterborough NH

Patrick Curtin

CRD Number: 4036490
Current Firm: Triad Advisors, LLC

Patrick Curtin (CRD# 4036490) is an Investment Advisor Representative working at Triad Advisors, LLC in Peterborough, NH and has over 24 years of experience in the finance industry.

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Company Name Location Dates Years
Triad Advisors, Inc. Norcross, GA Aug 2008 - Current 15
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 1999
Contact Info for Patrick L. Curtin
Phone Number: 800-720-4003
Registered State(s):
  • AL
  • ME
  • MA
  • NH
  • PA
By the Numbers
  • Total Assets Under Management
    2,249
    MILLIONS
  • Total Number of Accounts
    10,769
    ACCOUNTS
  • Average Account Value
    $208,816
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • 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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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Data verified by both the advisor and the public regulatory data.

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