Patrick W. Collins

CHOATE INVESTMENT ADVISORS

BOSTON, MA 02110

CRD#: 7978880

Some features on this profile are disabled

Professional summary

Patrick William Collins, who also goes by Pat William Collins, Pat Collins, is a registered financial advisor currently at CHOATE INVESTMENT ADVISORS located in Boston, Massachusetts.

Patrick is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Patrick has worked at 2 firms and has passed the Series 65 exam.

At a Glance

Always Fiduciary

Aliases

Pat William Collins | Pat Collins

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Patrick William Collins's CRS (Customer Relationship Summary).

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®

None

Experience

Current

March 19, 2026 - Present

CHOATE INVESTMENT ADVISORS

Office #1: Two International Place Suite 3000, Boston, MA 02110

RIA

CRD#: 106109

BOSTON, MA

Past

November 25, 2024 - February 17, 2026

MISSION WEALTH MANAGEMENT, LP

RIA

CRD#: 113057

Dedham, MA

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".

CHOATE INVESTMENT ADVISORS

CHOATE INVESTMENT ADVISORS | CHOATE INVESTMENT ADVISORS LLC

CRD#: 106109 / SEC#: 801-53321

RIA

Registered Investment Advisory firm - (11/29/1996 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

Massachusetts
(3/19/2026)

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: 11/2/2024

Uniform Investment Adviser Law Examination

Current Firm

CHOATE INVESTMENT ADVISORS

CHOATE INVESTMENT ADVISORS | CHOATE INVESTMENT ADVISORS LLC

CRD#: 106109 / SEC#: 801-53321

RIA

Registered Investment Advisory firm - (11/29/1996 Approved)

PREMIUM

Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.

Biweekly Pulse, AutomaticallyScheduled alerts keep you informed without lifting a finger.

Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

Two International Place Suite 3000, Boston, MA 02110

Mailing Address

Phone number

(617) 973-4900

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (29 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

CIA ADV 2A OTAA 3.31.2025 (3/31/2025)

Regulatory assets under management

Total Number of Accounts	3,850
AUM (Assets Under Management)	$ 8,875,554,325

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
01/26/2026	Cover Page	Report
03/28/2025	Cover Page	Report
11/28/2023	Cover Page	Report

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.

Similar Advisors

Martin Robbins

AMERIPRISE FINANCIAL SERVICES, LLC

IAR

Norwell, MA

Heather Scearce

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

IAR

BURLINGTON, MA

Tamara Rose

STATE STREET GLOBAL ADVISORS FUNDS DISTRIBUTORS, LLC

BOSTON, MA

Why AdvisorCheck

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Patrick W. Collins

Professional summary

At a Glance

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Patrick William Collins's CRS (Customer Relationship Summary).

Certified licenses

Experience

CHOATE INVESTMENT ADVISORS

MISSION WEALTH MANAGEMENT, LP

Primary Firm SEC Registration

CHOATE INVESTMENT ADVISORS

State Registrations and Notice Filings

Exams

Series 65

Date: 11/2/2024

Current Firm

CHOATE INVESTMENT ADVISORS

Contact information

SEC notice filing (29 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

CHOATE INVESTMENT ADVISORS

TRUST BUT VERIFY

Similar Advisors