Patrick Anthony Creegan
Professional Summary
Patrick Anthony Creegan, who also goes by Patrick A Creegan, is a registered financial advisor currently at TCG CAPITAL MARKETS L.L.C. located in Miami, Florida. Patrick is registered as a RR (Registered Representative) and started their career in finance in 2011. Patrick has worked at 4 firms and has passed the Series 66, SIE 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
Patrick Anthony Creegan, Patrick A Creegan
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Videos & Posts
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SUMMIT FINANCIAL, LLC
Contact Information
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SUMMIT FINANCIAL, LLC
Disclosures on record.
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Years of Experience
15 years registered in the securities industry
Current & Past Employments
Current
Past
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Current Firm
TCG CAPITAL MARKETS L.L.C.
Contact Information
Main Address
1 Vanderbilt Avenue Suite 3400, New York, NY 10017Mailing Address
1 Vanderbilt Avenue Suite 3400, New York, NY 10017Phone Number
(212) 813-4900Established
Delaware since 10/20/2017Firm Type
Limited Liability CompanyFiscal Year End
DecemberFirm Size
MediumFINRA licenses (53 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| CARLYLE INVESTMENT MANAGEMENT, L.L.C. | MEMBER | — |
| ALIBAIR, AMAL | CO-CEO | 5254240 |
| BANSAL, AKHIL | CO-CEO | 5392349 |
| KRZAK, ALEXANDER JACOB | PRINCIPAL OPERATIONS OFFICER | 6349160 |
| LEFKOWITZ, JOSHUA ADAM | OFFICER | 7216783 |
| LOWENTHAL, MITCHELL NEAL | CO-CHIEF COMPLIANCE OFFICER | 6939241 |
| QIAN, LIANGSHUN | CO-CHIEF COMPLIANCE OFFICER | 7247412 |
| RIORDAN, TIFFANY | FINOP, CHIEF FINANCIAL OFFICER, PRINCIPAL FINANCIAL OFFICER | 6313437 |
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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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SUMMIT FINANCIAL, LLC
State Registrations and Notice Filings
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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 Anthony Creegan's CRS (Customer Relationship Summary).
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SUMMIT FINANCIAL, LLC