PK
Patrick J. Kearney
BROCK HILL WEALTH MANAGEMENT
Scituate, MA
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CRD#: 7871038
PK
Professional summary
Patrick Joseph Kearney is a registered financial advisor currently at BROCK HILL WEALTH MANAGEMENT located in Scituate, Massachusetts.
Patrick is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. 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 name of the other business; Massachusetts Maritime Academy whether the business is investment-related; NO the address of the other business; 101 Academy Dr, Buzzards Bay, MA 02532 the nature of the other business; Higher Education-Maritime Academy your position; Professor title, or relationship with the other business; Professor the start date of your relationship; 04/2023 the approximate number of hours/month you devote to the other business; 52 the number of hours you devote to the other business during securities trading hours; 13 and briefly describe your duties relating to the other business; I am a professor at the academy the name of the other business; Event Parking Logisitics whether the business is investment-related; No the address of the other business; 1 Dickens Row, Scituate, MA 02066 the nature of the other business; Valet Parking your position; Driver title, or relationship with the other business; Driver the start date of your relationship; 01/2022 the approximate number of hours/month you devote to the other business; 8 the number of hours you devote to the other business during securities trading hours; 0 and briefly describe your duties relating to the other business; I am a driver moving a delivering cars for this company the name of the other business; Scituate Reel Tight Charter Fishing LLC whether the business is investment-related; No the address of the other business; 18 Lighthouse Rd. Scituate, MA the nature of the other business; Fishing Charter your position; Owner title, or relationship with the other business; Owner the start date of your relationship; 04/2021 the approximate number of hours/month you devote to the other business; 60 the number of hours you devote to the other business during securities trading hours; 9 and briefly describe your duties relating to the other business; I am the owner of this fishing charter company the name of the other business; Commonwealth of Massachusetts whether the business is investment-related; No the address of the other business; 24 Beacon St, Boston, MA 02133 the nature of the other business; State Representative your position; State Representative title, or relationship with the other business; State Representative the start date of your relationship; 01/2019 the approximate number of hours/month you devote to the other business; 100 the number of hours you devote to the other business during securities trading hours; 12 and briefly describe your duties relating to the other business; I am a Representative of 4th Plymouth District. Marshfield and Scituate. the name of the other business; United States Navy whether the business is investment-related; No the address of the other business; Naval Station Nrflk 1530, Norfolk, VA 23508 the nature of the other business; Navy your position; officer in the US Navy Reserve title, or relationship with the other business; officer in the US Navy Reserve the start date of your relationship; 06/2017 the approximate number of hours/month you devote to the other business; 10 the number of hours you devote to the other business during securities trading hours; 10 and briefly describe your duties relating to the other business; officer in the US Navy Reserve
CRS (Client Relationship Summary) - RIA
Click below to view Patrick Joseph Kearney'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 12, 2024 - Present
BROCK HILL WEALTH MANAGEMENT
RIA
CRD#: 324946
Scituate, MA
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
Massachusetts(3/12/2024)
Exams
Current Firm
BH
BROCK HILL WEALTH MANAGEMENT
BROCK HILL INC. | HALAL WEALTH PLAN | BROCK HILL WEALTH MANAGEMENT | BROCK HILL PRIVATE ADVISORS
CRD#: 324946 / SEC#: 801-127410
Massachusetts
Registered Investment Advisory firm - (8/28/2023 Approved)Texas
Registered Investment Advisory firm - (3/28/2023 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Newton, MA
Mailing Address
Phone number
(617) 618-8194
Established
Firm type
Fiscal year end
# of Employees
2
Regulatory assets under management
| Total Number of Accounts | 112 |
| AUM (Assets Under Management) | $ 64,091,493 |
Red Flags
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