PG
Patrick O. Guest
AUGUST GROUP
Mont Royal, H4T 1C9
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CRD#: 7320838
PG
Professional summary
Patrick Olivier Guest is a registered financial advisor currently at AUGUST GROUP .
Patrick is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Patrick has worked at 1 firm .
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 Olivier Guest'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
January 7, 2025 - Present
AUGUST GROUP
Office #1: 5910 Chemin De La Cote De Liesse Mont Royal, Mont Royal, H4T 1C9RIA
CRD#: 311499
Mont Royal,
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".
AG
AUGUST GROUP
AUGUST CAPITAL | THE AUGUST GROUP CAPITAL LIMITED | AUGUST GROUP CAPITAL | AUGUST GROUP
CRD#: 311499 / SEC#: 801-120147
RIA
Registered Investment Advisory firm - (1/13/2021 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
Texas(1/7/2025)
Exams
Current Firm
AG
AUGUST GROUP
AUGUST CAPITAL | THE AUGUST GROUP CAPITAL LIMITED | AUGUST GROUP CAPITAL | AUGUST GROUP
CRD#: 311499 / SEC#: 801-120147
RIA
Registered Investment Advisory firm - (1/13/2021 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
705-320 Bay Street, Toronto, M5H 4A6
Mailing Address
Phone number
(438) 792-5161
Established
Firm type
Fiscal year end
# of Employees
22
SEC notice filing (12 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 397 |
| AUM (Assets Under Management) | $ 649,737,846 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 07/08/2025 | ||
| 09/12/2024 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
