Patrick Colman Currie
Professional Summary
Patrick Colman Currie, who also goes by Colman Currie, Patrick C Currie, is a registered financial advisor currently at FALLS BRIDGE SECURITIES, LLC located in Bryn Mawr, Pennsylvania. Patrick is registered as a RR (Registered Representative) and started their career in finance in 2007. Patrick has worked at 2 firms and has passed the Series 63, Series 3 and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Colman Currie, Patrick C Currie
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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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.
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Years of Experience
19 years in the financial services industry
Current & Past Employments
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Current Firm
FALLS BRIDGE SECURITIES, LLC
Contact Information
Main Address
32 N Bryn Mawr Ave Suite 200, Bryn Mawr, PA 19010Mailing Address
32 N Bryn Mawr Ave Suite 200, Bryn Mawr, PA 19010Phone Number
(646) 787-1406Established
Pennsylvania since 09/24/2018Firm Type
Limited Liability CompanyFiscal Year End
DecemberFirm Size
SmallFINRA licenses (41 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Documents
Direct owners and executive officers
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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State Registrations and Notice Filings
(11/3/2022)
(6/2/2021)
(12/23/2024)
(5/4/2022)
(12/24/2024)
(7/11/2019)
(10/5/2022)
(4/19/2021)
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
SRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Patrick Colman Currie's CRS (Customer Relationship Summary).
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