Patrick Witheril, financial advisor Westbrook CT

Patrick Witheril

CRD Number: 1092721
Current Firm: Janney Montgomery Scott LLC

Patrick Witheril (CRD# 1092721) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Westbrook, CT and has over 40 years of experience in the finance industry.

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Company Name Location Dates Years
Janney Montgomery Scott LLC Westbrook, CT Apr 2021 - Current 2
Wells Fargo Clearing Services, LLC Watertown, CT Nov 2016 - Apr 2021 4
Wells Fargo Advisors LLC Watertown, CT May 2009 - Nov 2016 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1983
S65 NASAA Investment Advisors Law Examination Aug 1998
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, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Patrick G. Witheril
Phone Number: 215-665-6000
Registered State(s):
  • CT
By the Numbers
  • Total Assets Under Management
    73,001
    MILLIONS
  • Total Number of Accounts
    216,397
    ACCOUNTS
  • Average Account Value
    $337,346
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
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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