Patrick W. Mckeon
Professional summary
Patrick William Mckeon, CFP® is a registered financial professional currently at PCF CAPITAL MARKETS 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.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Patrick William Mckeon's CRS (Customer Relationship Summary).
Certified licenses
Experience
November 5, 2025 - Present
PCF CAPITAL MARKETS LLC
Office #1: One Financial Center 21st Floor, Boston, MA 02111January 14, 2022 - March 31, 2025
MACARTHUR STRATEGIC CAPITAL, LLC
June 17, 2020 - January 31, 2023
FUNDOPOLIS SECURITIES, LLC
January 14, 2019 - March 31, 2023
ALIRA HEALTH TRANSACTION SERVICES, LLC
August 28, 2018 - December 19, 2022
WEALTHFRONT BROKERAGE LLC
May 8, 2018 - June 30, 2025
PCF CAPITAL MARKETS LLC
March 6, 2018 - March 18, 2018
PALLADIUM CAPITAL GROUP, LLC
May 12, 2016 - April 3, 2017
USTOCKTRADE SECURITIES, INC.
March 25, 2015 - December 16, 2016
WADSWORTH INVESTMENT CO., INC.
November 25, 2013 - March 31, 2015
KITTERY POINT CAPITAL, LLC
October 30, 2002 - December 16, 2011
ASCENSUS INVESTMENT ADVISORS, LLC
July 12, 2001 - December 21, 2001
JONES, BYRD, & ATTKISSON, INC.
July 12, 2001 - December 31, 2001
PROFUNDS DISTRIBUTORS, INC.
July 12, 2001 - December 31, 2001
FORESIDE INVESTMENT SERVICES, LLC
July 12, 2001 - December 31, 2001
VICTORY CAPITAL SERVICES, INC.
July 12, 2001 - December 31, 2001
HEARTLAND INVESTOR SERVICES, LLC
July 12, 2001 - December 31, 2001
BISYS SHELF B/D (1), INC.
July 12, 2001 - December 31, 2001
NEW COVENANT FUNDS DISTRIBUTOR, INC.
July 12, 2001 - December 31, 2001
FTFD FUND DISTRIBUTOR, INC.
July 12, 2001 - December 31, 2001
EVERGREEN DISTRIBUTOR, INC.
July 12, 2001 - December 31, 2001
STI CLASSIC FUND SERVICES, INC
July 12, 2001 - December 31, 2001
BD COMPLIANCE SOLUTIONS, LLC
July 12, 2001 - December 31, 2001
CITI DISTRIBUTION SERVICES, INC.
July 6, 2001 - December 31, 2001
FORESIDE DISTRIBUTION SERVICES, L.P.
August 6, 1998 - December 16, 2011
ASCENSUS BROKER DEALER SERVICES, LLC
April 16, 1998 - December 31, 2001
FUNDS DISTRIBUTOR, LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(11/5/2025)
Exams
Series 99TO
Date: 1/2/2023
Operations Professional ExaminationFINRA
Current Firm
PCF CAPITAL MARKETS LLC
CRD#: 290765 / SEC#: , 8-70040
Contact information
FINRA licenses (1 States and Territories)
Documents
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| PROVIDENT HEALTHCARE PARTNERS LLC | OWNER | |
| FLYNN, PETER FRANCIS | FINOP | 2655124 |
| MCKEON, PATRICK WILLIAM | CHIEF COMPLIANCE OFFICER |
Red Flags
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Company Information
PCF CAPITAL MARKETS LLC
CRD#: 290765Boston, MA 02111TRUST BUT VERIFY
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