Patrick D. Dillon

COMMUNITY CAPITAL MANAGEMENT

Glencoe, IL

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CRD#: 5791223

Professional summary

Patrick Daniel Dillon, who also goes by Patrick Daniel Dillon, is a registered financial advisor currently at COMMUNITY CAPITAL MANAGEMENT, LLC located in Glencoe, Illinois and PINE DISTRIBUTORS LLC located in Fort Lauderdale, Florida.

Patrick is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2010. Patrick has worked at 13 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Patrick Daniel Dillon

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.

Community Capital Management; Investment Related; Fort Lauderdale, FL; Institutional Asset Manager; Client Portfolio Manager; Start 01/2024; 160 hours per month

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Patrick Daniel Dillon'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

January 26, 2024 - Present

COMMUNITY CAPITAL MANAGEMENT, LLC

RIA

CRD#: 109368

Glencoe, IL

Current

January 6, 2025 - Present

PINE DISTRIBUTORS LLC

Office #1: 261 North University Drive Suite 250, Fort Lauderdale, FL 33324

CRD#: 323408

FORT LAUDERDALE, FL

Past

January 30, 2024 - December 31, 2024

FORESIDE FUND SERVICES, LLC

CRD#: 46106

PORTLAND, ME

Past

January 3, 2023 - November 8, 2023

ETHIC

RIA

CRD#: 282827

Glencoe, IL

Past

June 4, 2019 - October 12, 2022

ROTHSCHILD WEALTH LLC

RIA

CRD#: 162442

Chicago, IL

Past

April 10, 2019 - October 12, 2022

HALO SECURITIES, LLC

CRD#: 279029

Chicago, IL

Past

May 2, 2017 - March 12, 2019

RIVERNORTH CAPITAL MANAGEMENT, LLC

RIA

CRD#: 122020

CHICAGO, IL

Past

August 18, 2016 - February 14, 2019

ALPS DISTRIBUTORS, INC.

CRD#: 16853

CHICAGO, IL

Past

April 7, 2014 - August 10, 2016

INVESCO DISTRIBUTORS, INC.

CRD#: 7369

DOWNERS GROVE, IL

Past

March 19, 2014 - August 10, 2016

INVESCO ADVISERS, INC.

RIA

CRD#: 105360

DOWNERS GROVE, IL

Past

September 5, 2012 - March 19, 2014

LBMZ SECURITIES, INC.

CRD#: 7874

CHICAGO, IL

Past

July 30, 2012 - March 19, 2014

ZACKS INVESTMENT MANAGEMENT, INC.

RIA

CRD#: 110897

CHICAGO, IL

Past

December 6, 2010 - August 17, 2011

HORNOR, TOWNSEND & KENT, LLC

CRD#: 4031

CHICAGO, IL

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".

COMMUNITY CAPITAL MANAGEMENT, LLC

COMMUNITY CAPITAL MANAGEMENT, INC. | CRAFUND ADVISORS INC. | CRAFUND ADVISORS INC | COMMUNITY CAPITAL MANAGEMENT, LLC

CRD#: 109368 / SEC#: 801-56201

RIA

Registered Investment Advisory firm - (2/3/1999 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.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Arizona
(1/6/2025)

Colorado
(1/6/2025)

Idaho
(1/28/2025)

IAR

Illinois
(1/26/2024)

Illinois
(1/6/2025)

Indiana
(1/6/2025)

Iowa
(1/6/2025)

Kansas
(1/6/2025)

Kentucky
(1/28/2025)

Michigan
(1/6/2025)

Minnesota
(1/6/2025)

Missouri
(1/6/2025)

Montana
(1/9/2025)

Nebraska
(1/28/2025)

Nevada
(1/28/2025)

New Mexico
(1/6/2025)

North Dakota
(1/28/2025)

Ohio
(1/7/2025)

Oklahoma
(1/28/2025)

South Dakota
(1/28/2025)

Texas
(1/6/2025)

Utah
(1/6/2025)

Wisconsin
(1/6/2025)

Wyoming
(1/28/2025)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 65

Date: 7/27/2012

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 2/17/2011

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 4/5/2014

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 12/5/2010

Investment Company Products/Variable Contracts Representative Examination

SRO Registrations

FINRA

Current Firm

COMMUNITY CAPITAL MANAGEMENT, LLC

COMMUNITY CAPITAL MANAGEMENT, INC. | CRAFUND ADVISORS INC. | CRAFUND ADVISORS INC | COMMUNITY CAPITAL MANAGEMENT, LLC

CRD#: 109368 / SEC#: 801-56201

RIA

Registered Investment Advisory firm - (2/3/1999 Approved)

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Contact information

Main Address

261 North University Drive Suite 520, Fort Lauderdale, FL 33324-2009

Mailing Address

Phone number

(877) 272-1977

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (6 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

CCM FORM ADV PART 2A-8-20-2025 (8/20/2025)

CCM FORM ADV PART 2A-7-23-2024 (8/20/2025)

Regulatory assets under management

Total Number of Accounts	87
AUM (Assets Under Management)	$ 6,256,377,754

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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Advisor Monitoring

Firm Stability Insights

Patrick D. Dillon

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Patrick Daniel Dillon's CRS (Customer Relationship Summary).

Certified licenses

Experience

PINE DISTRIBUTORS LLC

FORESIDE FUND SERVICES, LLC

ETHIC

ROTHSCHILD WEALTH LLC

HALO SECURITIES, LLC

RIVERNORTH CAPITAL MANAGEMENT, LLC

ALPS DISTRIBUTORS, INC.

INVESCO DISTRIBUTORS, INC.

INVESCO ADVISERS, INC.

LBMZ SECURITIES, INC.

ZACKS INVESTMENT MANAGEMENT, INC.

HORNOR, TOWNSEND & KENT, LLC

Primary Firm SEC Registration

COMMUNITY CAPITAL MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 7/27/2012

Series 63

Date: 2/17/2011

SIE

Date: 10/1/2018

Series 7

Date: 4/5/2014

Series 6

Date: 12/5/2010

FINRA

Current Firm

COMMUNITY CAPITAL MANAGEMENT, LLC

Contact information

SEC notice filing (6 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

COMMUNITY CAPITAL MANAGEMENT, LLC

TRUST BUT VERIFY

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