Patrick Groarke
Patrick Groarke is a registered investment advisor at Cetera Investment Advisers LLC, based in Blue Bell, PA, with 33 years of industry experience. Patrick operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
1166 Dekalb Pike, Suite 112, Blue Bell, PA, 19422
Get directionsHistory
Regulatory History (4)
Customer Dispute
August 2025Customer Dispute
August 2023Financial
February 2017Customer Dispute
June 2007Other Business ActivitiesSells Insurance
Patrick sells annuities and long-term care insurance with various companies, dedicating a few hours per week. He is also a Managing Director and business owner at Galloway Berkshire Capital LLC, a financial services firm, spending about a quarter of his time there.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
RBC Capital Markets, LLCBroker
Wachovia Securities, LLCBroker
First Union Capital Markets CORP.Broker
A. G. Edwards & Sons, INC.Broker
Thomas James Associates, INC.Broker
Westfield Financial CorporationBroker
Hibbard Brown & CO., INC.Broker
State Registrations4 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.