PD
PD

Patrick Vincent Dyer

38 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement Planning
Compensation
Fee-Only (AUM)
Firm Size
1 advisor
Number of Clients
30 clients
Average Client Portfolio
$527K average
Assets Under Management
$15.8M

Fee Structure

Minimum Investment:None
Financial Planning:Investment management only
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Location

9515 Deereco Road, Suite 1010, Timonium, MD, 21093

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History

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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Other Business ActivitiesSells Insurance

Patrick is an independent insurance agent involved in insurance sales. This activity is investment-related and takes about 10-20% of his time.

Employment History
Current Registrations
Capital Portfolio Management, INC.
April 2015 - Present · 10 yrs 10 mos
Capital Portfolio Management, INC.Broker
March 1992 - Present · 33 yrs 11 mos
Previous Registrations
Dean Witter Reynolds INC.Broker
July 1988 - March 1992 · 3 yrs 8 mos
T. Rowe Price Investment Services, INC.Broker
September 1987 - August 1988 · 11 mos
State Registrations14 states
CACODEFLMDNCNJNYOHPASCTXVAWA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.