Patrick Alexander Fischoeder
Investment adviser representative at Anchor Capital Advisors LLC
12 yearsExperience
1 stateRegistered in
$2.4BFirm assets
43 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- Anchor Capital Advisors LLCFeb 2024 to now
- UnemployedOct 2023 to Feb 2024
- Imst Distributors, LLCNov 2020 to Oct 2023
- Bernzott Capital AdvisorsFeb 2020 to Oct 2023
- Project YosemiteMar 2019 to Feb 2020
- UnemployedJun 2018 to Mar 2019
- Rockefeller & CoOct 2014 to Jun 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2009
- Series 63 · Uniform Securities Agent State Law2020
State registrations
Registered as an investment adviser representative in 1 state (MA).
Anchor Capital Advisors LLC
$2.4BAssets managed
524Clients
16Advisers
43 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2308315
- Firm CRD
- 105540