Patrick Brosnan
Patrick Brosnan is a registered investment advisor at Capitol Securities Management, INC., based in Leesburg, VA, with 36 years of industry experience. Patrick operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 3,745 clients with $1.8B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
CSM charges a percentage of your portfolio each year for investment advisory advice. The maximum advisory fee is 2.0% per year. The fee is paid in advance, on a quarterly or monthly basis. The amount you pay will reduce any money you make on your investments. CSM also offers wrap fee programs where the fee includes investment advisory services and brokerage execution costs. The maximum wrap fee is 2.0% per year.
Location
810 Catoctin Circle, Ne, Leesburg, VA, 20176
Get directionsHistory
Regulatory History (1)
Criminal
January 1984Other Business ActivitiesSells Insurance
Patrick is the principal of Patrick T. Brosnan & Associates, LLC, providing tax preparation and accounting services, dedicating about a quarter of his time. Patrick also works as an insurance sales representative, selling life, disability, health, and long-term care insurance, dedicating minimal time to this activity.
Employment History
Current Registrations
Capitol Securities Management, INC.Broker
Capitol Securities Management, INC.
Previous Registrations
LPL Financial LLCBroker
LPL Financial LLC
Raymond James Financial Services
Raymond James Financial Services, INC.Broker
Capitol Securities Management, INC.Broker
Montgomery Equities, INC.Broker
State Registrations9 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.