PC
PC

Patrick Carolan

33 Years of Experience
Hingham, MA
Broker

Patrick Carolan is a registered investment advisor at Endeavour Investment Partners, LLC, based in Hingham, MA, with 33 years of industry experience. Patrick operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth.

Compensation
Fixed/Hourly
Firm Size
1 advisor
IM Fee
Planning only

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

94 Station Street, Hingham, MA, 02043

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Patrick is a managing partner at Endeavour Investment Partners, LLC, since 2006, where he focuses on marketing and consulting for investment managers and sales to intermediaries and institutional consultants. This activity takes nearly full-time hours.

Employment History
Current Registrations
Endeavour Investment Partners, LLC
November 2008 - Present · 17 yrs 6 mos
Investment Planners, INC.
October 2008 - Present · 17 yrs 7 mos
Investment Planners, INC.Broker
October 2008 - Present · 17 yrs 7 mos
Previous Registrations
Foreside Fund Services, LLCBroker
December 2006 - July 2007 · 7 mos
Century Capital Management INC
March 2003 - April 2004 · 1 yr 1 mo
Foreside Fund Services, LLCBroker
October 2000 - July 2006 · 5 yrs 9 mos
Fidelity Brokerage Services, INC.Broker
October 1998 - October 1999 · 1 yr
Gt Global, INC.Broker
October 1993 - December 1997 · 4 yrs 2 mos
Invest Financial CorporationBroker
January 1993 - September 1993 · 8 mos
American Express Financial Advisors INC.Broker
August 1989 - January 1993 · 3 yrs 5 mos
Ids Life Insurance CompanyBroker
August 1989 - January 1993 · 3 yrs 5 mos
State Registrations2 states
MANY
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.