Michael Kiernan (CRD# 7273412) is an Investment Advisor Representative working at The Patriot Financial Group, LLC in Walpole, MA and has over 2 years of experience in the finance industry.
CRD# 7339646
Origin Investment Advisory LLC
CRD# 2086353
Fidelity Personal And Workplace Advisors
CRD# 5046672
Lido
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cetera Financial Services LLC | Schaumburg, IL | Dec 2022 - Current | 1 |
| Patriot Financial Group | West Warwick, RI | Sep 2021 - Current | 2 |
| Ivy Wealth Advisors | West Warwick, RI | Sep 2021 - Current | 2 |
| Securities America, Inc. | West Warwick, RI | Sep 2021 - Dec 2022 | 1 |
| Citizens Securities Inc. | Johnston, RI | Jun 2021 - Sep 2021 | < 1 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Lincoln, RI | Jul 2020 - Jun 2021 | < 1 |
| Quinnipiac University | Hamden, CT | Aug 2016 - Jul 2020 | 3 |
| Ivy Wealth Management | Warwick, RI | Jun 2019 - Aug 2019 | < 1 |
| Ymca | Warwick, RI | Apr 2015 - Jan 2019 | 3 |
| Bishop Hendricken High School | Warwick, RI | Aug 2012 - Aug 2016 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | May 2021 |
- RI
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Total Assets Under Management2,119MILLIONS
-
Total Number of Accounts6,607ACCOUNTS
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Average Account Value$320,780
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
AL, AZ, CA, CO, CT, FL, GA, IA, LA, MA, MD, ME, MI, NC, NE, NH, NJ, NM, NV, NY, OH, OR, PA, RI, SC, TN, TX, VA, VT, WA, WI
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