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Patrick Brosnan

Capitol Securities Management, INC.
37 Years of Experience
Leesburg, VA
1 DisclosureBrokerSells Insurance
View SEC Summary
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Patrick Brosnan is a registered investment advisor at Capitol Securities Management, INC., based in Leesburg, VA, with 37 years of industry experience. Patrick is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 3,970 clients with $2.2B in assets under management.

Capitol Securities Management, INC.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
100 advisors
Number of Clients
3,970 clients
Average Client Portfolio
$545K average
Assets Under Management
$2.2B

Fee Structure

Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Maximum advisory fee is 2.0% per year. Fees are negotiable based on account complexity, asset size, and portfolio style.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

810 Catoctin Circle, Ne, Leesburg, VA, 20176

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History

Regulatory History (1)
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Criminal
January 1984
Final Disposition
View Full SEC ReportHow to Read Disclosures
Other 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
January 2012 - Present · 14 yrs 9 mos
Capitol Securities Management, INC.
January 2012 - Present · 14 yrs 9 mos
Previous Registrations
LPL Financial LLCBroker
May 2004 - December 2011 · 7 yrs 7 mos
LPL Financial LLC
May 2004 - December 2011 · 7 yrs 7 mos
Raymond James Financial Services
August 1998 - May 2004 · 5 yrs 9 mos
Raymond James Financial Services, INC.Broker
July 1998 - May 2004 · 5 yrs 10 mos
Capitol Securities Management, INC.Broker
July 1989 - July 1998 · 9 yrs
Montgomery Equities, INC.Broker
April 1989 - July 1989 · 3 mos
State Registrations10 states
DCFLMDMNNCORPASCVAWV
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
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