Patrick McCusker (CRD# 2884007) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Cohasset, MA and has over 20 years of experience in the finance industry.
CRD# 7339646
Origin Investment Advisory LLC
CRD# 4046712
Stonehearth Capital Management
CRD# 2086353
Fidelity Personal And Workplace Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Charles Schwab And Company, Inc. | Quincy, MA | Dec 2022 - Current | 1 |
| Td Ameritrade Investment Management, LLC | Quincy, MA | Mar 2021 - Current | 3 |
| Td Ameritrade, Inc. | Quincy, MA | May 2016 - Dec 2022 | 6 |
| Eastern Mass Lacrosse Organization Referee | Boston, MA | Mar 2009 - May 2017 | 8 |
| Voya Financial Advisors | Braintree, MA | Sep 2014 - Apr 2016 | 1 |
| Voya Financial | Braintree, MA | Sep 2014 - Apr 2016 | 1 |
| Ing Financial Partners, Inc. | Braintree, MA | Dec 2011 - Sep 2014 | 2 |
| Ing | Braintree, MA | Dec 2011 - Sep 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 2003 |
| S66 | NASAA Uniform Combined State Law Examination | Dec 2010 |
- CT
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Total Assets Under Management0MILLIONS
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Total Number of Accounts0ACCOUNTS
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Average Account Value$0
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Selection of other advisers (including private fund managers)
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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