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Patrick W. Maccurtain

MONUMENT GROUP
Boston, MA 02116
Some features on this profile are disabled
CRD#: 4426182
PM

Professional summary

Patrick W Maccurtain, who also goes by Patrick William Maccurtain, is a registered financial professional currently at MONUMENT GROUP, INC. located in Boston, Massachusetts.

Patrick is registered as a RR (Registered Representative) and started their career in finance in 2017. Patrick has worked at 1 firm and has passed the SIE and Series 99 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Patrick William Maccurtain

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.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Patrick W Maccurtain's 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

July 18, 2017 - Present

MONUMENT GROUP, INC.

Office #1: 500 Boylston St., Suite 1150, Boston, MA 02116
BD
CRD#: 36399
Boston, MA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 99
Date: 9/16/2015
Operations Professional Examination
SRO Registrations
RR
FINRA

Current Firm

MG
MONUMENT GROUP, INC.
MONUMENT GROUP, INC.

CRD#: 36399 / SEC#: , 8-47248

BD
Broker-Dealer Firm Regulated by FINRA (Boston district office)
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Contact information

Main Address
500 Boylston Street Suite 1150, Boston, MA 02116
Mailing Address
500 Boylston Street Suite 1150, Boston, MA 02116
Phone number
(617) 423-4700
Established
Delaware since 03/31/1994
Firm type
Corporation
Fiscal year end
September
Firm Size
Small
# of Employees

FINRA licenses (52 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Direct owners and executive officers

NamePositionCRD#
CAMPANA, LORI DSHAREHOLDER4660389
DIGGINS, MARY MARGARETASSISTANT SECRETARY/SHAREHOLDER7069473
GENDRON, MEREDITH A.CHIEF COMPLIANCE OFFICER/SHAREHOLDER5248956
MACCURTAIN, PATRICK WTREASURER/SHAREHOLDER4426182
MCCORMICK, JOHN BLANCHARD MR.SHAREHOLDER5246677
MILLER, MICHAEL CHRISTOPHERPRESIDENT/SHAREHOLDER3060234
MOLLOY, BARTHOLOMEW JOSEPHSHAREHOLDER2655092
MUELLER, RYAN MICHAELSECRETARY/SHAREHOLDER4286239

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.

Company Information

MONUMENT GROUP, INC.

CRD#: 36399Boston, MA 02116

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