Patrick R. Mcgill

PILOT RETIREMENT ADVISORS

Oceanside, CA

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CRD#: 6313505

Professional summary

Patrick Robert Mcgill, CFP® is a registered financial advisor currently at PILOT RETIREMENT ADVISORS located in Oceanside, California.

Patrick is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Patrick has worked at 6 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

Mr. McGill is the sole owner of Pilot Stop Loss Advisors LLC which serves as a marketing company for his financial practice. The firm was formed in May 2020, beginning in September 2020 Mr. McGill began dedicating 40 hours/month to this business.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Patrick Robert Mcgill's 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

Experience

Current

July 31, 2024 - Present

PILOT RETIREMENT ADVISORS

RIA

CRD#: 311507

Oceanside, CA

Past

April 6, 2021 - August 1, 2024

ROBERTSON INVESTMENT MANAGEMENT

RIA

CRD#: 115425

Oceanside, CA

Past

May 27, 2020 - October 22, 2020

HOWARD CAPITAL MANAGEMENT, INC.

RIA

CRD#: 118070

Oceanside, CA

Past

May 16, 2016 - June 4, 2020

JOHNSON WEALTH INC.

RIA

CRD#: 125557

OCEANSIDE, CA

Past

July 18, 2015 - June 2, 2016

CLEARY GULL INC.

RIA

CRD#: 45309

MILWAUKEE, WI

Past

April 30, 2015 - June 2, 2016

CLEARY GULL INC.

CRD#: 45309

MILWAUKEE, WI

Past

August 14, 2014 - February 5, 2015

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

CRD#: 2881

GLENDALE, WI

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
(8/1/2024)

IAR

Colorado
(7/31/2024)

IAR

Texas
(7/31/2024)

IAR

Virginia
(5/14/2025)

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.

Exams

State Security Law Exam

IAR

Series 65

Date: 7/18/2015

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 9/11/2014

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 6/2/2016

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 6/3/2015

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 8/14/2014

Investment Company Products/Variable Contracts Representative Examination

Current Firm

PILOT RETIREMENT ADVISORS

PILOT RETIREMENT ADVISORS | PILOT RETIREMENT ADVISORS LLC

CRD#: 311507 / SEC#:

California

Registered Investment Advisory firm - (11/24/2020 Approved)

Colorado

Registered Investment Advisory firm - (1/28/2021 Approved)

Texas

Registered Investment Advisory firm - (12/22/2020 Approved)

Virginia

Registered Investment Advisory firm - (5/14/2025 Approved)

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Contact information

Main Address

Oceanside, CA

Mailing Address

Phone number

(608) 577-2736

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	31
AUM (Assets Under Management)	$ 30,673,642

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 R. Mcgill

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Patrick Robert Mcgill's CRS (Customer Relationship Summary).

Certified licenses

Experience

ROBERTSON INVESTMENT MANAGEMENT

HOWARD CAPITAL MANAGEMENT, INC.

JOHNSON WEALTH INC.

CLEARY GULL INC.

CLEARY GULL INC.

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 7/18/2015

Series 63

Date: 9/11/2014

SIE

Date: 6/2/2016

Series 7

Date: 6/3/2015

Series 6

Date: 8/14/2014

Current Firm

PILOT RETIREMENT ADVISORS

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

PILOT RETIREMENT ADVISORS

TRUST BUT VERIFY

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