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Patrick William Collins

Investment adviser representative at Choate Investment Advisors
10 yearsExperience
1 stateRegistered in
$10BFirm assets
29 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 assetsHourlyFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

10 years in the industry.

  1. Choate Investment AdvisorsMar 2026 to now
  2. Choate IaFeb 2026 to now
  3. Mission WealthAug 2024 to Feb 2026
  4. World EnergyJun 2022 to Aug 2023
  5. Bentley UniversitySep 2020 to May 2024
  6. Full Time EducationFeb 2016 to Jun 2020

Exams passed

  • Series 65 · Uniform Investment Adviser Law2024

State registrations

Registered as an investment adviser representative in 1 state (MA).

Choate Investment Advisors

Legal name: Choate Investment Advisors LLC

$10BAssets managed
653Clients
15Advisers
29 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
7978880
Firm CRD
106109
Advisor's SEC record (opens in a new tab)
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