Patricia Gildea is a CFP-designated registered investment advisor, based in Wilmington, MA, with 19 years of industry experience.
Location
300 Ballardvale Street, Wilmington, MA, 01887
Get directionsHistory
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
Patricia is affiliated with HUB Retirement and Wealth Management and Global Retirement Partners, providing investment advisory services. She also owns rental real estate and works for HUB International, dedicating about half of her time to Global Retirement Partners.
Employment History
Current Registrations
HUB International Investment Services INC.
HUB International Investment Services INC.Broker
Global Retirement Partners LLC
LPL Financial LLCBroker
Previous Registrations
HUB International Investment Services INC.Broker
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
Ogilvie Security Advisors CorporationBroker
Ogilvie Security Advisors CORP
Strategic Advisers, INC.
Fidelity Brokerage Services LLCBroker
State Registrations25 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.