PM
PM

Patrick Mcginty

25 Years of Experience
Cohasset, MA
Broker

Patrick Mcginty is a registered investment advisor at Pgim Investments LLC, based in Cohasset, MA, with 25 years of industry experience. Patrick operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 45 clients with $320B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
70 advisors
IM Fee
Planning only
Assets Under Management
$322.1B

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

56 Pleasant Street, Cohasset, MA, 02025

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Pgim Investments LLC
May 2008 - Present · 18 yrs 2 mos
Prudential Investment Management Services LLC
April 2008 - Present · 18 yrs 3 mos
Prudential Investment Management Services LLCBroker
April 2008 - Present · 18 yrs 3 mos
Previous Registrations
Mbsc Securities Corporation
August 2006 - April 2008 · 1 yr 8 mos
Mbsc Securities CorporationBroker
August 2005 - April 2008 · 2 yrs 8 mos
Nationwide Investment Services CorporationBroker
June 2004 - August 2005 · 1 yr 2 mos
Federated Securities CORP.Broker
August 2001 - July 2004 · 2 yrs 11 mos
Putnam Retail Management, INC.Broker
February 1999 - May 2000 · 1 yr 3 mos
State Registrations7 states
DCFLMAMENHSCVT
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.
Patrick Mcginty - Financial Advisor | TrueAdvisor