Patrick J Moylan
Investment adviser representative at Osaic Advisory Services, LLC
23 yearsExperience
1 stateRegistered in
CFP® certification, ChFC®Designations
$15.5BFirm assets
Are you Patrick J Moylan? 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 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
- Seminars and workshops
Experience
23 years in the industry.
- Osaic Advisory Services, LLCNov 2024 to now
- Osaic Wealth, Inc.Jun 2024 to now
- Moylan Kropp Retirement PlanningJan 2012 to now
- Arbor Point AdvisorsMar 2017 to Nov 2024
- Securities America Advisors, Inc.Feb 2012 to Jun 2024
- Securities America, Inc.Jul 2003 to Jun 2024
Designations
- CFP® certification
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law2003
- Series 65 · Uniform Investment Adviser Law2006
State registrations
Registered as an investment adviser representative in 1 state (NE).
Osaic Advisory Services, LLC
$15.5BAssets managed
29,898Clients
348Advisers
12 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
- 4460556
- Firm CRD
- 171070