Patrick O'rourke Dinan
Investment adviser representative at Impact Fiduciary LLC
14 yearsExperience
4 statesRegistered in
CFP® certificationDesignation
$155MFirm 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 assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
14 years in the industry.
- Impact�fiduciary�LLCMay 2017 to now
- Personal Capital Advisors CorporationOct 2012 to May 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2005
State registrations
Registered as an investment adviser representative in 4 states (CA, LA, NY, TX).
Impact Fiduciary LLC
$155MAssets managed
174Clients
2Advisers
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
- 4974335
- Firm CRD
- 288345