Patrick Mccormack Farren
Investment adviser representative at Openarc Corporate Advisory, LLC
10 yearsExperience
2 statesRegistered in
$10.1BFirm 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
10 years in the industry.
- Openarc Corporate Advisory, LLCSep 2025 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedAug 2021 to Sep 2025
- UnemployedApr 2021 to Aug 2021
- St. Lawrence UniversityAug 2020 to Apr 2021
- Merrill Lynch, Pierce, Fenner & Smith IncorporateedJun 2020 to Aug 2020
- St. Lawrence UniversityAug 2019 to May 2020
- Vector MarketingJun 2019 to Jun 2020
- St. Lawrence UniversityAug 2018 to May 2019
- Conestoga Swim ClubJun 2018 to Aug 2018
- St. Lawrence UniversityAug 2017 to May 2018
- Conestoga Swim ClubJun 2017 to Aug 2017
- Radnor High SchoolAug 2016 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 2 states (GA, TX).
Openarc Corporate Advisory, LLC
$10.1BAssets managed
3,841Clients
123Advisers
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
- 7266024
- Firm CRD
- 336837