Patrick Bryan O'connell
Investment adviser representative at Moldenhauer & Associates
11 yearsExperience
1 stateRegistered in
$764.9MFirm assets
1 yearFirm 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 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
Experience
11 years in the industry.
- Merit Financial AdvisorsSep 2026 to now
- Purshe Kaplan Sterling InvestmentsSep 2026 to now
- Moldenhauer & AssociatesSep 2025 to now
- Commonwealth Financial NetworkAug 2016 to Sep 2026
- Moldenhauer AssociatesSep 2015 to Sep 2026
Exams passed
- Series 63 · Uniform Securities Agent State Law2017
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 1 state (NY).
Moldenhauer & Associates
Legal name: Buffalo Business & Estate Services Ltd
$764.9MAssets managed
1,152Clients
10Advisers
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
- 6568889
- Firm CRD
- 337303