Patrick Rider
Patrick Rider is a registered investment advisor at LPL Financial LLC, based in Manchester, CT, with 12 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 Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.
Fee Estimator
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.
Exams
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