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Patrick Considine

Quint Capital Management
24 Years of Experience
New York, NY
BrokerSells Insurance
View SEC Summary
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Patrick Considine is a registered investment advisor at Quint Capital Management, based in New York, NY, with 24 years of industry experience. Patrick is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 103 clients with $160M in assets under management.

Quint Capital Management
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
9 advisors
Number of Clients
103 clients
Average Client Portfolio
$1.6M average
Assets Under Management
$162.1M

Fee Structure

Minimum Investment:$10K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Standard fee is up to 2.00% per year, billed quarterly in arrears. Fees are negotiable based on relationship history, asset type, account size, volume, and required services.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

230 Park Ave - 361W, New York, NY, 10169

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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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Other Business ActivitiesSells Insurance

Patrick uses Considine & Associates to purchase health insurance for accounting purposes related to his Quint Capital activity. This entity is not investment related and requires minimal time.

Employment History
Current Registrations
Quint Capital Management
September 2018 - Present · 8 yrs 1 mo
Quint Capital CorporationBroker
September 2018 - Present · 8 yrs 1 mo
Previous Registrations
Citigroup Global Markets INC.
May 2018 - October 2018 · 5 mos
Citigroup Global Markets INC.Broker
May 2007 - October 2018 · 11 yrs 5 mos
Citicorp Investment ServicesBroker
February 2003 - May 2007 · 4 yrs 3 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 2001 - March 2002 · 5 mos
State Registrations10 states
CACTFLMAMDNCNJNYPATX
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.
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