Patrick Glynn
Patrick Glynn is a ChFC-designated registered investment advisor at Osaic Wealth, INC., based in Farmington, CT, with 32 years of industry experience. Patrick operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
1 Farm Glen Blvd, 1st Floor, Farmington, CT, 06032
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Patrick is an Investment Advisor Representative since 2016. He also works full-time selling insurance through Highland Capital Brokerage since 2010.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Securities America, INC.Broker
Securities America Advisors, INC.
Investacorp, INC.Broker
Investacorp Advisory Services INC
NFP Advisor Services, LLC
NFP Advisor Services, LLCBroker
Phoenix Equity Planning CorporationBroker
Ws Griffith Securities, INC.Broker
Phoenix Equity Planning CorporationBroker
Ws Griffith Securities, INC.Broker
Aetna Financial Services, INC.Broker
Aetna Investment Services, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Cigna Financial Advisors,inc.Broker
Sunamerica Securities, INC.Broker
Cigna Securities, INC.Broker
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.