PC
PC

Patrick James Carolan

32 Years of Experience
Broker
Areas of Practice
High Net Worth
Compensation
Fixed/Hourly
Firm Size
1 advisor
Number of Clients
Not specified
Average Client Portfolio
Not specified
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Location

94 Station Street, Hingham, MA, 02043

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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 Activities

Patrick is a managing partner at Endeavour Investment Partners, LLC, since 2006, where he focuses on marketing and consulting for investment managers and sales to intermediaries and institutional consultants. This activity takes nearly full-time hours.

Employment History
Current Registrations
Endeavour Investment Partners, LLC
November 2008 - Present · 17 yrs 3 mos
Investment Planners, INC.
October 2008 - Present · 17 yrs 4 mos
Investment Planners, INC.Broker
October 2008 - Present · 17 yrs 4 mos
Previous Registrations
Foreside Fund Services, LLCBroker
December 2006 - July 2007 · 7 mos
Century Capital Management INC
March 2003 - April 2004 · 1 yr 1 mo
Foreside Fund Services, LLCBroker
October 2000 - July 2006 · 5 yrs 9 mos
Fidelity Brokerage Services, INC.Broker
October 1998 - October 1999 · 1 yr
Gt Global, INC.Broker
October 1993 - December 1997 · 4 yrs 2 mos
Invest Financial CorporationBroker
January 1993 - September 1993 · 8 mos
American Express Financial Advisors INC.Broker
August 1989 - January 1993 · 3 yrs 5 mos
Ids Life Insurance CompanyBroker
August 1989 - January 1993 · 3 yrs 5 mos
State Registrations3 states
CAMANY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Patrick James Carolan - Financial Advisor | TrueAdvisor