Patrick B. Rien

EURO PACIFIC ASSET MANAGEMENT

Dorado, PR 00646

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CRD#: 4853653

Professional summary

Patrick B Rien is a registered financial advisor currently at EURO PACIFIC ASSET MANAGEMENT, LLC located in Dorado, .

Patrick is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Patrick has worked at 3 firms and has passed the Series 86, Series 87 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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) - RIA

Click below to view Patrick B Rien's CRS (Customer Relationship Summary).

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

October 19, 2011 - Present

EURO PACIFIC ASSET MANAGEMENT, LLC

Office #1: Lots 81-82, Street C Suite 206, Dorado, PR 00646

RIA

CRD#: 152922

Dorado, PR

Past

September 22, 2008 - July 14, 2009

BARCLAYS CAPITAL INC.

CRD#: 19714

WASHINGTON, DC

Past

January 12, 2005 - September 22, 2008

LEHMAN BROTHERS INC.

CRD#: 7506

WASHINGTON, DC

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

EURO PACIFIC ASSET MANAGEMENT, LLC

CRD#: 152922 / SEC#: 801-71199

RIA

Registered Investment Advisory firm - (3/29/2010 Approved)

State Registrations and Notice Filings

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

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Puerto Rico
(6/1/2015)

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

General Industry/Product Exam

Series 86

Date: 2/8/2005

Research Analyst Exam - Part I Analysis Module

General Industry/Product Exam

Series 87

Date: 2/5/2005

Research Analyst Exam - Part II Regulations Module

General Industry/Product Exam

Series 7

Date: 1/11/2005

General Securities Representative Examination

Current Firm

EURO PACIFIC ASSET MANAGEMENT, LLC

CRD#: 152922 / SEC#: 801-71199

RIA

Registered Investment Advisory firm - (3/29/2010 Approved)

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Contact information

Main Address

Lots 81-82, Street C Suite 206, Dorado, PR 00646

Mailing Address

Phone number

+1 (866) 878-2881

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (52 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

EURO PACIFIC ASSET MANAGEMENT, LLC FORM ADV PART 2A - APPENDIX 1 WRAP FEE PROGRAM BROCHURE (3/28/2025)

EURO PACIFIC ASSET MANAGEMENT, LLC FORM ADV PART 2A (3/28/2025)

Regulatory assets under management

Total Number of Accounts	3,790
AUM (Assets Under Management)	$ 1,360,447,698

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.

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Patrick B. Rien

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Patrick B Rien's CRS (Customer Relationship Summary).

Certified licenses

Experience

EURO PACIFIC ASSET MANAGEMENT, LLC

BARCLAYS CAPITAL INC.

LEHMAN BROTHERS INC.

Primary Firm SEC Registration

EURO PACIFIC ASSET MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 86

Date: 2/8/2005

Series 87

Date: 2/5/2005

Series 7

Date: 1/11/2005

Current Firm

EURO PACIFIC ASSET MANAGEMENT, LLC

Contact information

SEC notice filing (52 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

EURO PACIFIC ASSET MANAGEMENT, LLC

TRUST BUT VERIFY

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