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Patrick Gerard McNally

Summit Securities Group LLC

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About Patrick Gerard McNally

Patrick Gerard McNally is a registered representative with Summit Securities Group LLC. Patrick has been in the industry for over 1 year. Patrick's professional designations include Series 57TO and SIE. Patrick is located in New York, NY.

Firm Information

Patrick McNally is currently registered with Summit Securities Group LLC. Summit Securities Group LLC is a Limited Liability Company formed on September 2, 2011. The firm has been approved for SEC registration.

Not reported

Assets Under Management

Not reported

Total Clients

40

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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Patrick McNally’s Registration & Firm History

NY

05/24/2022 - Present

Summit Securities Group LLC (NEW YORK NY)

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Licenses & Designations

BC

Issued 05/24/2022

Series 57TO - Securities Trader Exam

BC

Issued 04/19/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

C

Cboe BYX Exchange, Inc.

C

Cboe BZX Exchange, Inc.

C

Cboe C2 Exchange, Inc.

C

Cboe EDGA Exchange, Inc.

C

Cboe EDGX Exchange, Inc.

C

Cboe Exchange, Inc.

F

FINRA

I

Investors' Exchange LLC

N

NYSE American LLC

N

NYSE Arca, Inc.

N

Nasdaq PHLX LLC

N

Nasdaq Stock Market

N

New York Stock Exchange

Disclosures

There are no public disclosures for Patrick Gerard McNally.
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