Catherine Mcnally Patrick
Investment adviser representative at Corda Investment Management, LLC
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$2BFirm assets
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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.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- Corda Investment Management, LLCJun 2024 to now
- MML Investors Services LLC (bluecrest Financial Alliances)Jul 2014 to Jun 2024
- Massmutual Life Insurance CoApr 2014 to Jun 2024
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2002
- Series 63 · Uniform Securities Agent State Law2014
- Series 65 · Uniform Investment Adviser Law2015
State registrations
Registered as an investment adviser representative in 1 state (TX).
Corda Investment Management, LLC
$2BAssets managed
1,363Clients
30Advisers
26 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
- 4545875
- Firm CRD
- 108046