Patrick Rider
Patrick Rider is a registered investment advisor at LPL Financial LLC, based in Manchester, CT, with 12 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
903 Main St., Manchester, CT, 06040
Get directionsHistory
Regulatory History (1)
Criminal
December 2006Other Business Activities
Patrick operates Bridgestone Financial Partners as a DBA for his LPL business and provides investment advisory services through New Edge Advisors and New England Retirement Strategies LLC, spending nearly full-time on these activities. Patrick also owns rental real estate, dedicating a few hours per week to it.
Employment History
Current Registrations
LPL Financial LLCBroker
Newedge Advisors
Previous Registrations
Key Investment Services LLCBroker
Key Investment Services LLC
LPL Financial LLC
LPL Financial LLCBroker
Nicol Investors CorporationBroker
Waddell & Reed, INC.Broker
State Registrations12 states
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.