Patrick Dillon is a registered investment advisor, based in Stamford, CT, with 12 years of industry experience.
Location
2200 Atlantic Street, Suite 200, Stamford, CT, 06902
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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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Current Registrations
Newedge Securities, LLCBroker
July 2025 - Present · 10 mos
New Edge Wealth
July 2025 - Present · 10 mos
Previous Registrations
Morgan Stanley
January 2020 - August 2025 · 5 yrs 7 mos
Morgan StanleyBroker
January 2020 - August 2025 · 5 yrs 7 mos
J.P. Morgan Securities LLC
June 2018 - December 2019 · 1 yr 6 mos
J.P. Morgan Securities LLCBroker
June 2018 - December 2019 · 1 yr 6 mos
Royal Alliance Associates, INC.
November 2013 - June 2018 · 4 yrs 7 mos
Royal Alliance Associates, INC.Broker
June 2013 - June 2018 · 5 yrs
State Registrations52 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPARISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
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Exams
No exam information available for this advisor.