Patricia A. Mcnamara

CHERRY CREEK INVESTMENT ADVISORS

MORRISTON, FL

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CRD#: 1625543

Professional summary

Patricia Anne Mcnamara, who also goes by Patricia Anne Burch, Trish Mcnamara, is a registered financial advisor currently at CHERRY CREEK INVESTMENT ADVISORS INC located in Morriston, Florida.

Patricia is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1987. Patricia has worked at 4 firms and has passed the Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Patricia Anne Burch | Trish Mcnamara

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Banksville Farm, LLC; Non-investment related; Morriston, FL; Training/sales of show jumpers; Owner; 01/2023; Approx 40hrs per month; 0 hours during sec trd hours.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Patricia Anne Mcnamara's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

January 1, 1999 - Present

CHERRY CREEK INVESTMENT ADVISORS INC

RIA

CRD#: 107426

MORRISTON, FL

Past

January 1, 1999 - June 25, 2014

CHERRY CREEK INVESTMENT ADVISORS INC

RIA

CRD#: 107426

DENVER, CO

Past

February 4, 1994 - January 17, 1995

CHARLES SCHWAB & CO., INC.

CRD#: 5393

Past

November 18, 1993 - February 16, 1994

MONTANO SECURITIES CORPORATION

CRD#: 7887

Past

August 18, 1987 - June 18, 1990

UBS ASSET MANAGEMENT (US) INC.

CRD#: 583

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

CHERRY CREEK INVESTMENT ADVISORS INC

CRD#: 107426 / SEC#: 801-47547

RIA

Registered Investment Advisory firm - (10/6/1994 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

California
(6/26/2014)

IAR

Colorado
(1/1/1999)

IAR

Florida
(12/18/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 3/1/1994

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 11/17/1993

General Securities Representative Examination

Current Firm

CHERRY CREEK INVESTMENT ADVISORS INC

CRD#: 107426 / SEC#: 801-47547

RIA

Registered Investment Advisory firm - (10/6/1994 Approved)

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Contact information

Main Address

68 Inverness Lane East #206, Englewood, CO 80112

Mailing Address

Phone number

(303) 320-5774

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (5 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

CHERRY CREEK INVESTMENT ADVISORS, INC. FIRM BROCHURE (10/1/2025)

Regulatory assets under management

Total Number of Accounts	747
AUM (Assets Under Management)	$ 308,933,938

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Patricia A. Mcnamara

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Patricia Anne Mcnamara's CRS (Customer Relationship Summary).

Certified licenses

Experience

CHERRY CREEK INVESTMENT ADVISORS INC

CHERRY CREEK INVESTMENT ADVISORS INC

CHARLES SCHWAB & CO., INC.

MONTANO SECURITIES CORPORATION

UBS ASSET MANAGEMENT (US) INC.

Primary Firm SEC Registration

CHERRY CREEK INVESTMENT ADVISORS INC

State Registrations and Notice Filings

Exams

Series 63

Date: 3/1/1994

Series 7

Date: 11/17/1993

Current Firm

CHERRY CREEK INVESTMENT ADVISORS INC

Contact information

SEC notice filing (5 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CHERRY CREEK INVESTMENT ADVISORS INC

TRUST BUT VERIFY

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