Patrick Michael Egan
Investment adviser representative at Global Assets Advisory, LLC
29 yearsExperience
1 stateRegistered in
$551.7MFirm assets
7 yearsFirm in business
Are you Patrick Michael Egan? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
29 years in the industry.
- Global Assets Advisory, LLCApr 2025 to now
- International Assets Investment Management, LLCApr 2025 to now
- Coordinated Wealth Management, LLCDec 2014 to May 2019
- Patrick Egan - Practicing, Licensed Tax PreparerJan 1998 to Dec 2023
- Western International Securities, Inc.Nov 1997 to Apr 2025
Exams passed
- Series 63 · Uniform Securities Agent State Law1998
- Series 65 · Uniform Investment Adviser Law1999
State registrations
Registered as an investment adviser representative in 1 state (CA).
Global Assets Advisory, LLC
$551.7MAssets managed
2,588Clients
30Advisers
7 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
- 2973478
- Firm CRD
- 300460