Patrick William Mckeon
CFP®Professional Summary
Patrick William Mckeon, CFP® is a registered financial advisor currently at PCF CAPITAL MARKETS LLC located in Boston, Massachusetts and FUSEFI CAPITAL, LLC located in Boston, Massachusetts. Patrick is registered as a RR (Registered Representative) and started their career in finance in 1998. Patrick has worked at 25 firms and has passed the Series 65, Series 63, Series 99TO, SIE, Series 79, Series 51 and Series 53 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
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Disclosures on record.
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Credentials
Years of Experience
28 years in the financial services industry
Current & Past Employments
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Current Firm
ALIRA HEALTH | KADENWOOD CAPITAL, LLC | JOHNSTON BLAKELY & COMPANY, LLC | FUSEFI CAPITAL, LLC | CMC TRANSACTION SERVICES, LLC | ALIRA HEALTH TRANSACTION SERVICES. LLC | ALIRA HEALTH TRANSACTION SERVICES, LLC
Contact Information
Main Address
186 Lincoln Street Floor 1, Boston, MA 02111Mailing Address
186 Lincoln Street, Floor 1 Ste 100, Boston, MA 02111Phone Number
(646) 586-1837Established
Massachusetts since 02/06/2005Firm Type
Limited Liability CompanyFiscal Year End
DecemberFirm Size
SmallFINRA licenses (53 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Direct owners and executive officers
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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.
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State Registrations and Notice Filings
(11/5/2025)
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 79 — Investment Banking Registered Representative Examination
Passed Jul 2013About the Series 79 examSRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Patrick William Mckeon's CRS (Customer Relationship Summary).
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