AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why AdvisorCheck
DM

Dennis Patrick Mcbride

PTR
COLLINGSWOOD, NJ
·CRD# 2322657·16 years experience

Professional Summary

Dennis Patrick Mcbride is a registered financial advisor currently at PTR, INC. located in Collingswood, New Jersey. Dennis is registered as a RR (Registered Representative) and started their career in finance in 2006. Dennis has worked at 1 firm.

At a Glance

Best-Interest Standard

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Blog Corner

Similar Advisors

Robert Charles Boland
Robert Charles Boland

RBC CAPITAL MARKETS, LLC

Malvern, PA · CRD#
View profile
Peter F Gaertner
Peter F Gaertner

ROFFMAN MILLER ASSOCIATES INC

PHILADELPHIA, PA · CRD#
David Richard Ducharme
David Richard Ducharme

DUCHARME WEALTH ADVISORS, LLC

JENKINTOWN, PA · CRD#

Videos & Posts

This advisor has not added any videos or posts yet.

Similar Advisors

Robert Charles Boland
Robert Charles Boland

RBC CAPITAL MARKETS, LLC

Malvern, PA · CRD#
Peter F Gaertner
Peter F Gaertner

ROFFMAN MILLER ASSOCIATES INC

PHILADELPHIA, PA · CRD#
David Richard Ducharme
David Richard Ducharme

DUCHARME WEALTH ADVISORS, LLC

JENKINTOWN, PA · CRD#
GJ
Gerald Michael Jevic

OPPENHEIMER & CO. INC.

HADDON TOWNSHIP, NJ · CRD#

Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

Similar Advisors

Robert Charles Boland
Robert Charles Boland

RBC CAPITAL MARKETS, LLC

Malvern, PA · CRD#
Peter F Gaertner
Peter F Gaertner

ROFFMAN MILLER ASSOCIATES INC

PHILADELPHIA, PA · CRD#
David Richard Ducharme
David Richard Ducharme

DUCHARME WEALTH ADVISORS, LLC

JENKINTOWN, PA · CRD#
GJ
Gerald Michael Jevic

OPPENHEIMER & CO. INC.

HADDON TOWNSHIP, NJ · CRD#

Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

Similar Advisors

Robert Charles Boland
Robert Charles Boland

RBC CAPITAL MARKETS, LLC

Malvern, PA · CRD#
Peter F Gaertner
Peter F Gaertner

ROFFMAN MILLER ASSOCIATES INC

PHILADELPHIA, PA · CRD#
David Richard Ducharme
David Richard Ducharme

DUCHARME WEALTH ADVISORS, LLC

JENKINTOWN, PA · CRD#
GJ
Gerald Michael Jevic

OPPENHEIMER & CO. INC.

HADDON TOWNSHIP, NJ · CRD#

Years of Experience

16 years in the financial services industry

Current & Past Employments

PTR, INC.·CRD# 31559
BD
601 Haddon Avenue Suite 108, Collingswood, NJ 08108
August 16, 2016 - Present
PTR, INC.·CRD# 31559
BD
Collingswood, NJ
December 13, 2012 - July 10, 2013
PTR, INC.·CRD# 31559
BD
Collingswood, NJ
April 6, 2006 - February 24, 2012

Similar Advisors

Robert Charles Boland
Robert Charles Boland

RBC CAPITAL MARKETS, LLC

Malvern, PA · CRD#
Peter F Gaertner
Peter F Gaertner

ROFFMAN MILLER ASSOCIATES INC

PHILADELPHIA, PA · CRD#
David Richard Ducharme
David Richard Ducharme

DUCHARME WEALTH ADVISORS, LLC

JENKINTOWN, PA · CRD#
GJ
Gerald Michael Jevic

OPPENHEIMER & CO. INC.

HADDON TOWNSHIP, NJ · CRD#

Current Firm

PI
PTR, INC.

PTR, INC.

CRD#: 31559 / SEC#: 8-39854
BD
Broker-Dealer Firm Regulated by FINRA (Woodbridge district office)

Contact Information

Main Address

601 Haddon Avenue Suite 108, Collingswood, NJ 08108

Mailing Address

601 Haddon Avenue Suite 108, Collingswood, NJ 08108

Phone Number

(267) 318-7806

Established

Pennsylvania since 03/31/1988

Firm Type

Corporation

Fiscal Year End

June

Documents

Direct owners and executive officers

NamePositionCRD#
JAMES CROMPTON INCSHAREHOLDER—
CROMPTON, JAMES SRCEO, PRESIDENT, SECRETARY, TREASURER, DIRECTOR57381
DEAHL, LIAM FRANKCHIEF COMPLIANCE OFFICER1681047
KRIM, ALAN MITCHELLCFO/FINOP2785337
MCBRIDE, DENNIS PATRICKDIRECTOR, BUSINESS DEVELOPMENT2322657

Disclosures

Regulatory Event

28

Similar Advisors

Robert Charles Boland
Robert Charles Boland

RBC CAPITAL MARKETS, LLC

Malvern, PA · CRD#
Peter F Gaertner
Peter F Gaertner

ROFFMAN MILLER ASSOCIATES INC

PHILADELPHIA, PA · CRD#
David Richard Ducharme
David Richard Ducharme

DUCHARME WEALTH ADVISORS, LLC

JENKINTOWN, PA · CRD#
GJ
Gerald Michael Jevic

OPPENHEIMER & CO. INC.

HADDON TOWNSHIP, NJ · CRD#

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.

The advisor shows no other business activity.

Similar Advisors

Robert Charles Boland
Robert Charles Boland

RBC CAPITAL MARKETS, LLC

Malvern, PA · CRD#
Peter F Gaertner
Peter F Gaertner

ROFFMAN MILLER ASSOCIATES INC

PHILADELPHIA, PA · CRD#
David Richard Ducharme
David Richard Ducharme

DUCHARME WEALTH ADVISORS, LLC

JENKINTOWN, PA · CRD#
GJ
Gerald Michael Jevic

OPPENHEIMER & CO. INC.

HADDON TOWNSHIP, NJ · CRD#

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
This advisor is not registered in any state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

MIAX Sapphire
SRO Registrations
Nasdaq PHLX LLC
SRO Registrations

Similar Advisors

Robert Charles Boland
Robert Charles Boland

RBC CAPITAL MARKETS, LLC

Malvern, PA · CRD#
Peter F Gaertner
Peter F Gaertner

ROFFMAN MILLER ASSOCIATES INC

PHILADELPHIA, PA · CRD#
David Richard Ducharme
David Richard Ducharme

DUCHARME WEALTH ADVISORS, LLC

JENKINTOWN, PA · CRD#
GJ
Gerald Michael Jevic

OPPENHEIMER & CO. INC.

HADDON TOWNSHIP, NJ · CRD#

CRS (Client Relationship Summary) - BD

Click below to view Dennis Patrick Mcbride's CRS (Customer Relationship Summary).

Similar Advisors

Robert Charles Boland
Robert Charles Boland

RBC CAPITAL MARKETS, LLC

Malvern, PA · CRD#
Peter F Gaertner
Peter F Gaertner

ROFFMAN MILLER ASSOCIATES INC

PHILADELPHIA, PA · CRD#
David Richard Ducharme
David Richard Ducharme

DUCHARME WEALTH ADVISORS, LLC

JENKINTOWN, PA · CRD#
GJ
Gerald Michael Jevic

OPPENHEIMER & CO. INC.

HADDON TOWNSHIP, NJ · CRD#
DM
Follow Dennis
Get alerted to job moves, licensing changes, and new disclosures
Free — no card required