Patrick Thomas Bolger Jr.
Professional Summary
Patrick Thomas Bolger Jr., who also goes by Patrick T. Bolger Jr., Patrick Thomas Bolger, is a registered financial advisor currently at PB CAPITAL located in Simi Valley, California. Patrick is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Patrick has worked at 4 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Patrick T. Bolger Jr., Patrick Thomas Bolger
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Videos & Posts
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Contact Information
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Disclosures on record.
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Years of Experience
28 years in the financial services industry
Current & Past Employments
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Current Firm
BOLGER, PATRICK | PB CAPITAL
Contact Information
Main Address
45 W Easy Street Suite 37, Simi Valley, CA 93065Phone Number
(818) 553-1626# of Employees
1Regulatory Assets Under Management
Total Number of Accounts
185AUM (Assets Under Management)
$33,907,313Similar Advisors
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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.
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State Registrations and Notice Filings
(5/10/2022)
(5/12/2022)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Patrick Thomas Bolger Jr.'s CRS (Customer Relationship Summary).
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