Patrick O'rourke Dinan
CFP®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.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Who I Serve
Services Offered
- Estate & Legacy Planning
- Investment Management
- Education Funding
- Risk Management & Insurance
- Financial Planning
- Business Services
- Retirement Planning
- Cashflow & Budgeting
Specializations
Other Aliases
Pat Dinan, Patrick Orourke Dinan, Patrick Dinan
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
Direct
(xxx) xxx-xxxx
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J.P. MORGAN SECURITIES LLC
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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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Credentials
Years of Experience
21 years in the financial services industry
Current & Past Employments
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MORGAN STANLEY
J.P. MORGAN SECURITIES LLC
GERBER KAWASAKI WEALTH & INVESTMENT MANAGEMENT
RBC CAPITAL MARKETS, LLC
Current Firm
IMPACT FIDUCIARY LLC
Contact Information
Main Address
21 Miller Alley Suite 210, Pasadena, CA 91105Phone Number
(323) 615-1427# of Employees
3SEC notice filing (4 States and Territories)
Registered to provide investment advisory services in 4 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
705AUM (Assets Under Management)
$155,000,000Similar Advisors
MORGAN STANLEY
J.P. MORGAN SECURITIES LLC
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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.
The advisor shows no other business activity.
Similar Advisors
MORGAN STANLEY
J.P. MORGAN SECURITIES LLC
GERBER KAWASAKI WEALTH & INVESTMENT MANAGEMENT
RBC CAPITAL MARKETS, LLC
Primary Firm SEC Registration
IMPACT FIDUCIARY LLC
State Registrations and Notice Filings
(6/6/2017)
(12/11/2024)
(9/6/2022)
(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
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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MORGAN STANLEY
J.P. MORGAN SECURITIES LLC
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CRS (Client Relationship Summary) - RIA
Click below to view Patrick O'rourke Dinan's CRS (Customer Relationship Summary).
Services Offered by Patrick
- Estate & Legacy Planning
- Investment Management
- Education Funding
- Risk Management & Insurance
- Financial Planning
- Business Services
- Retirement Planning
- Cashflow & Budgeting
Similar Advisors
MORGAN STANLEY
J.P. MORGAN SECURITIES LLC
GERBER KAWASAKI WEALTH & INVESTMENT MANAGEMENT
RBC CAPITAL MARKETS, LLC
