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Patrick Maguire
8 Years of Experience
Morristown, NJ
1 DisclosureBrokerSells Insurance
Patrick Maguire is a registered investment advisor, based in Morristown, NJ, with 8 years of industry experience.
Location
67 E Park Pl, Ste 750, Morristown, NJ, 07960
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Regulatory History (1)
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Customer Dispute
December 2024Pending
Other Business ActivitiesSells Insurance
Patrick is a principal and managing partner at Eagle Rock Wealth Management and a managing partner at Greenberg & Rapp, dedicating nearly full-time hours to each. He also has ownership or membership roles in several other entities, including insurance-related businesses, and serves as a board member and advisor for an AI service platform.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
August 2025 - Present · 11 mos
Raymond James Financial Services, INC.Broker
August 2025 - Present · 11 mos
Previous Registrations
M Holdings Securities, INC.
April 2023 - August 2025 · 2 yrs 4 mos
M Holdings Securities, INC.Broker
October 2017 - August 2025 · 7 yrs 10 mos
State Registrations35 states
AZCACOCTDCDEFLGAIDKYMAMDMEMIMNMONCNJNMNVNYOHORPARISCSDTNTXUTVAVTWAWIWV
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.