Patrick Joseph Younis
Investment adviser representative at Minichmacgregor Wealth Management, LLC
14 yearsExperience
1 stateRegistered in
$722.9MFirm assets
17 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
14 years in the industry.
- Minichmacgregor Wealth Management, LLCMay 2020 to now
- Purshe Kaplan Sterling InvestmentsJun 2020 to Nov 2022
- LPL Financial LLCApr 2019 to May 2020
- Eagle Etrategies LLCApr 2018 to Mar 2019
- Nylife Securities LLCFeb 2018 to Mar 2019
- Eagle Strategies LLCMar 2015 to Jan 2018
- Nylife Securities LLCOct 2012 to Jan 2018
- Tarella Financial GroupJan 2012 to Mar 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2004
- Series 66 · Uniform Combined State Law2014
State registrations
Registered as an investment adviser representative in 1 state (NY).
Minichmacgregor Wealth Management, LLC
$722.9MAssets managed
928Clients
8Advisers
17 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
- 4817155
- Firm CRD
- 151237