Patrick Noonan, financial advisor Waltham MA
86 score

Patrick Noonan

CRD Number: 4541876
Current Firm: Commonwealth Financial Network

Patrick Noonan (CRD# 4541876) is an Investment Advisor Representative working at Commonwealth Financial Network in Waltham, MA and has over 12 years of experience in the finance industry. Patrick Noonan has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Commonwealth Financial Network Waltham, MA Jun 2014 - Current 2
Janney Montgomery Scott LLC Darien, CT Sep 2011 - Jun 2014 2
Bank Of America Na Westport, CT Mar 2011 - Sep 2011 < 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated New York, NY Mar 2006 - Sep 2011 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2004
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Patrick R. Noonan
Phone Number: 781-736-0700
Registered State(s):
  • MA
By the Numbers
  • Total Assets Under Management
    52,073
    MILLIONS
  • Total Number of Accounts
    229,200
    ACCOUNTS
  • Average Account Value
    $227,194
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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

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BADGES
86

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