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Patrick Kearns

Investment adviser representative at 345 Investment Advisory, LLC
25 yearsExperience
3 statesRegistered in
$295.1MFirm assets
Under 1 yearFirm 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 assets

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Portfolio management

Experience

25 years in the industry.

  1. 345 Investment Advisory, LLCJun 2026 to now
  2. Centaurus Financial, Inc.Jun 2026 to now
  3. Equitable Advisors, LLCMay 2001 to Jun 2026
  4. AXA Advisors, LLCMay 2001 to Jun 2020

Exams passed

  • Series 66 · Uniform Combined State Law2001

State registrations

Registered as an investment adviser representative in 3 states (AZ, NV, TX).

345 Investment Advisory, LLC

$295.1MAssets managed
933Clients
4Advisers
Under 1 yearIn 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
4397945
Firm CRD
342120
Advisor's SEC record (opens in a new tab)
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