Patrick J. Fischbach
CERITY PARTNERS RETIREMENT PLAN CONSULTANTS | PRINCIPAL
Chicago, IL 60606
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CRD#: 7100008
Professional summary
Patrick Joseph Fischbach is a registered financial advisor currently at CERITY PARTNERS RETIREMENT PLAN CONSULTANTS located in Chicago, Illinois.
Patrick is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Patrick has worked at 1 firm and has passed the Series 65 exam.
Biography
Patrick is a Principal in the Chicago office and a member of the Investment Advisory practice. He conducts investment manager due diligence and assists the Retirement Plan Services Group with client committee meetings.
Prior to joining Cerity Partners, Patrick was an Investment Analyst and Investment Operations Manager with Blue Prairie Group. In this role, he conducted in-depth analysis of mutual funds and asset classes and assisted with quarterly client Investment Committee meetings. Additionally, Patrick’s role included managing the Investment Analytics Group’s internal workflows for prospective clients and the firm’s institutional retirement clients.
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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Patrick Joseph Fischbach'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®
NoneEducation
Loyola University of Chicago’s Quinlan School of Business
Bachelor of Science degree - Finance and Economics
Experience
Current
July 2, 2019 - Present
CERITY PARTNERS RETIREMENT PLAN CONSULTANTS
Office #1: 320 S. Canal St., Chicago, IL 60606RIA
CRD#: 164198
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".
CP
CERITY PARTNERS RETIREMENT PLAN CONSULTANTS
CERITY PARTNERS | RETIREMENT PLAN ADVISORS AN HPM PARTNERS MEMBER FIRM LLC | RETIREMENT PLAN ADVISORS | PENSION ARCHITECTS | CERITY PARTNERS RETIREMENT PLAN CONSULTANTS | CERITY PARTNERS RETIREMENT PLAN ADVISORS LLC | CERITY PARTNERS RETIREMENT PLAN ADVISORS
CRD#: 164198 / SEC#: 801-76705
RIA
Registered Investment Advisory firm - (5/29/2012 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.Highlighted states indicate IAR registrations
IAR
Illinois(7/2/2019)
Current Firm
CP
CERITY PARTNERS RETIREMENT PLAN CONSULTANTS
CERITY PARTNERS | RETIREMENT PLAN ADVISORS AN HPM PARTNERS MEMBER FIRM LLC | RETIREMENT PLAN ADVISORS | PENSION ARCHITECTS | CERITY PARTNERS RETIREMENT PLAN CONSULTANTS | CERITY PARTNERS RETIREMENT PLAN ADVISORS LLC | CERITY PARTNERS RETIREMENT PLAN ADVISORS
CRD#: 164198 / SEC#: 801-76705
RIA
Registered Investment Advisory firm - (5/29/2012 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
99 Park Avenue 16th Floor, New York, NY 10016
Mailing Address
Phone number
(212) 850-4260
Established
Firm type
Fiscal year end
# of Employees
87
SEC notice filing (14 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 622 |
| AUM (Assets Under Management) | $ 18,953,321,052 |
Red Flags
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Company Information
CERITY PARTNERS RETIREMENT PLAN CONSULTANTS
PRINCIPALCRD#: 164198Chicago, IL 60606TRUST BUT VERIFY
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