Patrick Mahardy is a CFP-designated registered investment advisor, based in Syracuse, NY, with 20 years of industry experience.
Location
443 N Franklin St, Suite 215, Syracuse, NY, 13204
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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 sells fixed insurance products, including life, long-term care, and disability insurance, spending about 10-20% of his time on this activity. He also owns Centerbridge Planning Group LLC to facilitate securities business and PJM Portfolio Consulting, Inc. to facilitate advisory and insurance business.
Employment History
Current Registrations
Ifp Securities, LLCBroker
Independent Financial Partners
Previous Registrations
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
Commonwealth Financial Network
AXA Advisors, LLC
AXA Advisors, LLCBroker
State Registrations9 states
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