Patrick Carlin, financial advisor San Francisco CA

Patrick Carlin

CRD Number: 7098687
Current Firm: Oppenheimer & Company Inc.

Patrick Carlin (CRD# 7098687) is an Investment Advisor Representative working at Oppenheimer & Company Inc. in San Francisco, CA and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Oppenheimer & Company Inc. San Francisco, CA Oct 2019 - Current 3
University Of Oregon Eugene, OR Aug 2015 - Sep 2019 4
Forester's Financial Beaverton, OR Apr 2019 - Jun 2019 < 1
Vector Marketing Eugene, OR Apr 2018 - Jul 2018 < 1
Atlas Technology Group San Francisco, CA Jun 2017 - Sep 2017 < 1
Marin Sports Academy Kentfield, CA Jun 2015 - Aug 2016 1
Marin Catholic High School Kentfield, CA Aug 2011 - Jun 2015 3
Delagnes, Mitchell, And Linder, LLP San Francisco, CA Jun 2014 - Aug 2014 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2020
Contact Info for Patrick J. Carlin
Phone Number: 212-668-8000
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    27,024
    MILLIONS
  • Total Number of Accounts
    30,576
    ACCOUNTS
  • Average Account Value
    $883,838
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
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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