PM
Patrick A. Magnuszewski
Q3 ADVISORS
Langhorne, PA
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CRD#: 7059096
PM
Professional summary
Patrick Alexander Magnuszewski, who also goes by Patrick Alexander Magnuszewski, Pat Magnuszewski, Patrick A Magnuszewski, Patrick Magnuszewski, is a registered financial advisor currently at Q3 ADVISORS, LLC located in Langhorne, Pennsylvania.
Patrick is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Patrick has worked at 5 firms and has passed the Series 66, Series 7TO and SIE exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Patrick Alexander Magnuszewski | Pat Magnuszewski | Patrick A Magnuszewski | Patrick Magnuszewski
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.
OBA-100218|OrgNmn:Wag!|Org Addr:Philadelph,Pennsylvan,US|OBA Nature:I watch dogs who are either br|Invst Rel:N|Title:Independent Contractor|Duties:I take the dogs out for walks, feed them, and generally watch over them. |StrtDt:06-01-21|TotHrs/mon:10|TrdHrs/mon:0|
CRS (Client Relationship Summary) - RIA
Click below to view Patrick Alexander Magnuszewski'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®
NoneExperience
Current
March 19, 2025 - Present
Q3 ADVISORS, LLC
RIA
CRD#: 284220
Langhorne, PA
Past
July 18, 2023 - March 3, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
WARRINGTON, PA
Past
July 17, 2023 - March 3, 2025
FIDELITY BROKERAGE SERVICES LLC
BD
CRD#: 7784
WARRINGTON, PA
Past
September 14, 2021 - May 30, 2023
VANGUARD ADVISERS, INC.
RIA
CRD#: 106715
Malvern, PA
Past
July 22, 2021 - May 30, 2023
VANGUARD MARKETING CORPORATION
BD
CRD#: 7452
MALVERN, PA
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".
QA
Q3 ADVISORS, LLC
CRAIG G WEAR | Q3 ADVISORS, LLC
CRD#: 284220 / SEC#: 801-129519
RIA
Registered Investment Advisory firm - (2/21/2024 Approved)Arizona
Registered Investment Advisory firm - (4/17/2024 Terminated)California
Registered Investment Advisory firm - (5/17/2024 Terminated)Florida
Registered Investment Advisory firm - (4/17/2024 Terminated)Illinois
Registered Investment Advisory firm - (4/17/2024 Terminated)Louisiana
Registered Investment Advisory firm - (4/26/2024 Terminated)Michigan
Registered Investment Advisory firm - (4/30/2024 Terminated)Minnesota
Registered Investment Advisory firm - (4/22/2024 Terminated)Tennessee
Registered Investment Advisory firm - (4/17/2024 Terminated)Texas
Registered Investment Advisory firm - (4/17/2024 Terminated)Virginia
Registered Investment Advisory firm - (5/9/2024 Terminated)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
Pennsylvania(3/19/2025)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 7/22/2021
General Securities Representative ExaminationGeneral Industry/Product Exam
Current Firm
QA
Q3 ADVISORS, LLC
CRAIG G WEAR | Q3 ADVISORS, LLC
CRD#: 284220 / SEC#: 801-129519
RIA
Registered Investment Advisory firm - (2/21/2024 Approved)Arizona
Registered Investment Advisory firm - (4/17/2024 Terminated)California
Registered Investment Advisory firm - (5/17/2024 Terminated)Florida
Registered Investment Advisory firm - (4/17/2024 Terminated)Illinois
Registered Investment Advisory firm - (4/17/2024 Terminated)Louisiana
Registered Investment Advisory firm - (4/26/2024 Terminated)Michigan
Registered Investment Advisory firm - (4/30/2024 Terminated)Minnesota
Registered Investment Advisory firm - (4/22/2024 Terminated)Tennessee
Registered Investment Advisory firm - (4/17/2024 Terminated)Texas
Registered Investment Advisory firm - (4/17/2024 Terminated)Virginia
Registered Investment Advisory firm - (5/9/2024 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Arvada, CO
Mailing Address
7314 Ralston Rd, Arvada, CO 80002
Phone number
(720) 730-9892
Established
Firm type
Fiscal year end
# of Employees
14
SEC notice filing (21 States and Territories)
Documents
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
