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Patrick Dowden
27 Years of Experience
Garden City, NY
1 DisclosureBroker
Patrick Dowden is a registered investment advisor at Raymond James & Associates, INC., based in Garden City, NY, with 27 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B
Fee Structure
Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location
1461 Franklin Avenue; Suite Lle, Garden City, NY, 11530
Get directionsHistory
Regulatory History (1)
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Customer Dispute
March 2009Denied
Employment History
Current Registrations
Raymond James & Associates, INC.
June 2021 - Present · 4 yrs 11 mos
Raymond James & Associates, INC.
September 2007 - Present · 18 yrs 8 mos
Raymond James & Associates, INC.Broker
September 2007 - Present · 18 yrs 8 mos
Previous Registrations
Raymond James & Associates, INC.
August 2013 - December 2018 · 5 yrs 4 mos
Merrill Lynch Pierce Fenner & Smith INC.
June 2006 - September 2007 · 1 yr 3 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
March 2006 - September 2007 · 1 yr 6 mos
Advest, INC.Broker
April 2005 - March 2006 · 11 mos
Banc of America Investment Services, INC.Broker
October 2004 - May 2005 · 7 mos
Banc of America Investment Services, INC.
October 2004 - May 2005 · 7 mos
Quick & Reilly, INC.
December 2002 - October 2004 · 1 yr 10 mos
Quick & Reilly, INC.Broker
December 2002 - October 2004 · 1 yr 10 mos
Prudential Securities IncorporatedBroker
May 2000 - December 2002 · 2 yrs 7 mos
Metlife Securities INC.Broker
April 1999 - February 2000 · 10 mos
Metropolitan Life Insurance CompanyBroker
April 1999 - February 2000 · 10 mos
Mony Securities CorporationBroker
October 1998 - April 1999 · 6 mos
State Registrations18 states
ALAZCACTFLGAINLAMAMDMENCNJNYSCTXVAVT
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.