Patrick Sreenan
Patrick Sreenan is a registered investment advisor at Cetera Investment Advisers LLC, based in Lighthouse Point, FL, with 27 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
Lighthouse Point, FL
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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
Patrick is an insurance agent selling life, health, disability, annuities, and long-term care insurance since 1985, dedicating a few hours per week. He also owns several LLCs related to property ownership and rental, spending minimal time on each, and formed an LLC to receive insurance commissions, spending a few hours per week.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Sageview Advisory Group, LLC
Cetera Advisor Networks LLC
Mutual Service Corporation
Mutual Service CorporationBroker
Capital Brokerage CorporationBroker
Intersecurities, INC.Broker
State Registrations7 states
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