Patrick A. Fischoeder

ANCHOR CAPITAL ADVISORS LLC

BOSTON, MA 02110-4104

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CRD#: 2308315

Professional summary

Patrick Alexander Fischoeder, who also goes by Pat Fischoeder, is a registered financial advisor currently at ANCHOR CAPITAL ADVISORS LLC located in Boston, Massachusetts.

Patrick is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1993. Patrick has worked at 11 firms and has passed the Series 63, Series 65, Series 31, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Pat Fischoeder

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.

1) Bernzott Capital Advisors; Boston, MA; Investment Related; Started 2/3/2020; Relationship Management and Business Development; Business Development Officer; Manage private client relations; 45 hours per month with 0 hours during securities trading hours. 2) Kittansett Club; Marion, MA; non investment related; Start Date 10/01/2021; Golf Club; Governor; Volunteer at golf club; 2 hours per month with 0 during trading hours.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Patrick Alexander Fischoeder'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

March 6, 2024 - Present

ANCHOR CAPITAL ADVISORS LLC

Office #1: Two International Place Suite 2110, Boston, MA 02110-4104

RIA

CRD#: 105540

BOSTON, MA

Past

March 16, 2021 - October 30, 2023

BERNZOTT CAPITAL ADVISORS

RIA

CRD#: 104583

CAMARILLO, CA

Past

December 7, 2020 - October 27, 2023

IMST DISTRIBUTORS, LLC

CRD#: 130745

Boston, MA

Past

October 13, 2009 - December 31, 2013

MORGAN STANLEY

RIA

CRD#: 149777

BOSTON, MA

Past

September 17, 2009 - October 29, 2014

MORGAN STANLEY

CRD#: 149777

BOSTON, MA

Past

January 12, 2006 - February 17, 2009

BANC OF AMERICA SECURITIES LLC

CRD#: 26091

BOSTON, MA

Past

October 14, 2003 - January 9, 2006

AGC PARTNERS

CRD#: 125958

BOSTON, MA

Past

May 1, 2001 - May 7, 2001

J.P. MORGAN SECURITIES INC.

CRD#: 18718

NEW YORK, NY

Past

April 26, 2001 - October 20, 2003

CANACCORD GENUITY LLC

CRD#: 1020

NEW YORK, NY

Past

February 5, 2001 - May 1, 2001

JPMSI

CRD#: 15733

NEW YORK, NY

Past

February 1, 2000 - February 5, 2001

J.P. MORGAN SECURITIES INC.

CRD#: 18718

NEW YORK, NY

Past

May 11, 1994 - February 1, 2000

HAMBRECHT & QUIST LLC

CRD#: 940

SAN FRANCISCO, CA

Past

January 5, 1993 - May 7, 1994

GLOBAL ALTERNATIVE INVESTMENT SERVICES, INC.

CRD#: 487

CHARLOTTE, NC

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".

ANCHOR CAPITAL ADVISORS LLC

ANCHOR CAPITAL ADVISORS INC | ANCHOR/RUSSELL WEALTH ADVISORS | ANCHOR CAPITAL ADVISORS LLC

CRD#: 105540 / SEC#: 801-18930

RIA

Registered Investment Advisory firm - (5/12/1983 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

Massachusetts
(3/6/2024)

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: 7/28/2020

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 10/1/2009

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 31

Date: 10/7/2009

Futures Managed Funds Examination

General Industry/Product Exam

Series 7

Date: 5/10/1994

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 12/30/1992

Investment Company Products/Variable Contracts Representative Examination

Current Firm

ANCHOR CAPITAL ADVISORS LLC

ANCHOR CAPITAL ADVISORS INC | ANCHOR/RUSSELL WEALTH ADVISORS | ANCHOR CAPITAL ADVISORS LLC

CRD#: 105540 / SEC#: 801-18930

RIA

Registered Investment Advisory firm - (5/12/1983 Approved)

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Contact information

Main Address

Two International Place Suite 2110, Boston, MA 02110-4104

Mailing Address

Phone number

(617) 338-3800

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (51 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ANCHOR CAPITAL ADVISORS LLC (3/19/2025)

ANCHOR CAPITAL ADVISORS LLC FORM CRS DISCLOSURE BROCHURE (3/19/2025)

Regulatory assets under management

Total Number of Accounts	3,840
AUM (Assets Under Management)	$ 2,434,135,739

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
09/10/2025	Cover Page	Report
07/08/2024	Cover Page	Report
07/24/2023	Cover Page	Report
11/03/2022	Cover Page	Report

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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Firm Stability Insights

Patrick A. Fischoeder

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Patrick Alexander Fischoeder's CRS (Customer Relationship Summary).

Certified licenses

Experience

BERNZOTT CAPITAL ADVISORS

IMST DISTRIBUTORS, LLC

MORGAN STANLEY

MORGAN STANLEY

BANC OF AMERICA SECURITIES LLC

AGC PARTNERS

J.P. MORGAN SECURITIES INC.

CANACCORD GENUITY LLC

JPMSI

J.P. MORGAN SECURITIES INC.

HAMBRECHT & QUIST LLC

GLOBAL ALTERNATIVE INVESTMENT SERVICES, INC.

Primary Firm SEC Registration

ANCHOR CAPITAL ADVISORS LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 7/28/2020

Series 65

Date: 10/1/2009

Series 31

Date: 10/7/2009

Series 7

Date: 5/10/1994

Series 6

Date: 12/30/1992

Current Firm

ANCHOR CAPITAL ADVISORS LLC

Contact information

SEC notice filing (51 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

ANCHOR CAPITAL ADVISORS LLC

TRUST BUT VERIFY

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