Patrick Canney (CRD# 7385324) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Smithfield, RI and has over 2 years of experience in the finance industry.
CRD# 4318531
Integrated Wealth Concepts LLC
CRD# 4030542
Ameriprise Financial Services, LLC
CRD# 6230536
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Company Name | Location | Dates | Years |
---|---|---|---|
Fidelity Investments | Merrimack, NH | May 2021 - Current | 3 |
Millbury Fedeal Credit Union | Millbury, MA | Oct 2020 - May 2021 | < 1 |
Applebees | Auburn, MA | Oct 2020 - Apr 2021 | < 1 |
Nichols College | Dudley, MA | Jan 2019 - Feb 2021 | 2 |
Diocese Of Worcester | Worcester, MA | Oct 2018 - Apr 2020 | 1 |
Ipg Photonics | Oxford, MA | May 2019 - Sep 2019 | < 1 |
Quinsigamond Community College | Worcester, MA | Sep 2015 - May 2019 | 3 |
Benedictine College | Atchinson, KS | Aug 2017 - Dec 2018 | 1 |
Ipg Photonics | Oxford, MA | Feb 2018 - Sep 2018 | < 1 |
Thompson Public Schools | North Grovesdale, CT | Jun 2017 - Sep 2017 | < 1 |
Zorbas | Charlton, MA | Jun 2017 - Sep 2017 | < 1 |
Assumption College | Worcester, MA | Jan 2017 - May 2017 | < 1 |
Cvs Pharmacy | Worcester, MA | Dec 2016 - Apr 2017 | < 1 |
Thompsonpublic Schools | North Grovesdale, CT | May 2016 - Sep 2016 | < 1 |
Benoit Tree And Landscaping | Southbridge, MA | May 2015 - Sep 2015 | < 1 |
Uno's Pizzaria | Sturbridge, MA | May 2014 - Apr 2015 | < 1 |
Shephard Hill Regional High School | Dudley, MA | Sep 2011 - Apr 2015 | 3 |
Zoinks Fun Factory | Oxford, MA | May 2012 - May 2014 | 2 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Sep 2022 |
S63 | Uniform Securities State Law Examination | Nov 2021 |
- MA
- RI
- TX
-
Total Assets Under Management818,776MILLIONS
-
Total Number of Accounts1,991,043ACCOUNTS
-
Average Account Value$411,230
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, 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, VT, WA, WI, WV, WY
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.