Patrick Michael Mccabe
Investment adviser representative at Ria Advisory Group, LLC
11 yearsExperience
2 statesRegistered in
$568.4MFirm assets
6 yearsFirm in business
Are you Patrick Michael Mccabe? 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
11 years in the industry.
- Ria Advisory Group, LLCAug 2020 to now
- LPL Financial LLCMar 2019 to Aug 2020
- Visionpoint Advisory Group, LLCMar 2019 to Aug 2020
- Principal Life Insurance CompanyJul 2015 to Mar 2019
- Princor Financial Services CorporationJul 2015 to Mar 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2015
- Series 65 · Uniform Investment Adviser Law2016
State registrations
Registered as an investment adviser representative in 2 states (SD, TX).
Ria Advisory Group, LLC
$568.4MAssets managed
1,996Clients
21Advisers
6 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
- 6529539
- Firm CRD
- 152566