Patrick O. Dinan

IMPACT FIDUCIARY LLC

Pasadena, CA 91105

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CRD#: 4974335

Professional summary

Patrick O'rourke Dinan, CFP®, who also goes by Pat Dinan, Patrick Orourke Dinan, Patrick Dinan, is a registered financial advisor currently at IMPACT FIDUCIARY LLC located in Pasadena, California.

Patrick is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Patrick has worked at 9 firms and has passed the Series 66 and Series 7 exams.

Question & Answer

What are your service offerings?

Estate Planning

Investment Planning

Education Planning

Socially Responsible Investing

Insurance Planning

Comprehensive Financial Planni...

Employee and Employer Plan Ben...

Retirement Planning

Do you have an area of expertise or specialization?

AUM

Baby Boomers

Business Owners

Cash Flow/Budgets/Credit Issue...

Charitable Giving

College/Education Planning

Are you a "fiduciary"?

Yes

Aliases

Pat Dinan | Patrick Orourke Dinan | Patrick Dinan

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 O'rourke Dinan'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®

CFP^®

Certified Financial Planner

Start date: 2011

Experience

Current

June 6, 2017 - Present

IMPACT FIDUCIARY LLC

Office #1: 21 Miller Alley Suite 210, Pasadena, CA 91105

RIA

CRD#: 288345

Pasadena, CA

Past

October 29, 2012 - May 18, 2017

PERSONAL CAPITAL ADVISORS CORPORATION

RIA

CRD#: 155172

SAN FRANCISCO, CA

Past

October 22, 2009 - October 26, 2012

TD AMERITRADE, INC.

RIA

CRD#: 7870

WALNUT CREEK, CA

Past

October 22, 2009 - October 26, 2012

TD AMERITRADE INVESTMENT MANAGEMENT, LLC

RIA

CRD#: 111514

WALNUT CREEK, CA

Past

October 22, 2009 - October 26, 2012

TD AMERITRADE, INC.

CRD#: 7870

WALNUT CREEK, CA

Past

November 21, 2008 - October 1, 2009

U.S. BANCORP INVESTMENTS, INC.

RIA

CRD#: 17868

SAN DIEGO, CA

Past

November 20, 2008 - October 1, 2009

U.S. BANCORP INVESTMENTS, INC.

CRD#: 17868

SAN DIEGO, CA

Past

November 26, 2007 - November 14, 2008

NAVY FEDERAL ASSET MANAGEMENT, LLC

RIA

CRD#: 144244

VIENNA, VA

Past

November 26, 2007 - November 14, 2008

NAVY FEDERAL INVESTMENT SERVICES, LLC

CRD#: 138459

SANTEE, CA

Past

August 10, 2005 - October 19, 2007

FEDERATED INVESTMENT COUNSELING

RIA

CRD#: 105325

PITTSBURGH, PA

Past

July 27, 2005 - October 19, 2007

FEDERATED SECURITIES CORP.

CRD#: 5009

PITTSBURGH, PA

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

California
(6/6/2017)

IAR

Louisiana
(12/11/2024)

IAR

New York
(9/6/2022)

IAR

Texas
(10/20/2017)

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

State Security Law Exam

IAR

Series 66

Date: 8/9/2005

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 7/26/2005

General Securities Representative Examination

Current Firm

IMPACT FIDUCIARY LLC

CRD#: 288345 / SEC#: 801-134918

California

Registered Investment Advisory firm - (6/6/2017 Approved)

Louisiana

Registered Investment Advisory firm - (12/11/2024 Approved)

New York

Registered Investment Advisory firm - (9/6/2022 Approved)

Texas

Registered Investment Advisory firm - (10/19/2017 Conditional Restricted)

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Contact information

Main Address

21 Miller Alley Suite 210, Pasadena, CA 91105

Mailing Address

Phone number

(323) 615-1427

Established

Firm type

Fiscal year end

# of Employees

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

IMPACT FIDUCIARY ADV PART 2A & 2B (11/7/2025)

Regulatory assets under management

Total Number of Accounts	705
AUM (Assets Under Management)	$ 116,000,000

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.

Contact information

(xxx) xxx-xxxx

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Firm Stability Insights

Patrick O. Dinan

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Patrick O'rourke Dinan's CRS (Customer Relationship Summary).

Certified licenses

Experience

PERSONAL CAPITAL ADVISORS CORPORATION

TD AMERITRADE, INC.

TD AMERITRADE INVESTMENT MANAGEMENT, LLC

TD AMERITRADE, INC.

U.S. BANCORP INVESTMENTS, INC.

U.S. BANCORP INVESTMENTS, INC.

NAVY FEDERAL ASSET MANAGEMENT, LLC

NAVY FEDERAL INVESTMENT SERVICES, LLC

FEDERATED INVESTMENT COUNSELING

FEDERATED SECURITIES CORP.

State Registrations and Notice Filings

Exams

Series 66

Date: 8/9/2005

Series 7

Date: 7/26/2005

Current Firm

IMPACT FIDUCIARY LLC

Contact information

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

IMPACT FIDUCIARY LLC

TRUST BUT VERIFY

Contact information

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