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Patrick James Chisholm

CF Secured, LLC

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About Patrick James Chisholm

Patrick Chisholm is a securities professional with over 20 years of experience in the industry. Patrick is currently registered with CF Secured, LLC and Cantor Fitzgerald & Co., and has previously worked at NEWEDGE USA, LLC, KDC SECURITIES, LP, GOLDMAN, SACHS & CO., STRASBOURGER PEARSON TULCIN WOLFF INCORPORATED, and TULLETT & TOKYO SECURITIES, INC. Patrick's areas of expertise include Series 7, Series 25, and Series 99TO.

Firm Information

Patrick Chisholm is currently registered with CF Secured, LLC. CF Secured, LLC is a Limited Liability Company formed on September 16, 2016, registered in all 50 states and the District of Columbia. The firm is also registered with the Securities and Exchange Commission.

Not reported

Assets Under Management

Not reported

Total Clients

17

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 Chisholm’s Registration & Firm History

NJ

02/07/2018 - Present

CF Secured, LLC (SUMMIT NJ)

NY

10/01/2012 - 04/15/2013

NEWEDGE USA, LLC (NEW YORK NY)

NY

09/29/2011 - 09/18/2012

KDC SECURITIES, LP (NEW YORK NY)

NY

12/14/2000 - 06/13/2011

GOLDMAN, SACHS & CO. (NEW YORK NY)

NY

11/15/1999 - 12/12/2000

STRASBOURGER PEARSON TULCIN WOLFF INCORPORATED (GARDEN CITY NY)

NY

10/10/1997 - 11/01/1999

TULLETT & TOKYO SECURITIES, INC. (NEW YORK NY)

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Licenses & Designations

BC

Issued 09/07/2005

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/25/2000

Series 25 - NYSE Trading Assistant Examination

BC

Issued 10/09/1997

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

C

Cboe BYX Exchange, Inc.

C

Cboe EDGA Exchange, Inc.

C

Cboe EDGX Exchange, Inc.

F

FINRA

I

Investors' Exchange LLC

N

NYSE Arca, Inc.

N

Nasdaq ISE, LLC

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Patrick James Chisholm.
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