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Patrick James Leary

Loop Capital Markets LLC

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About Patrick James Leary

Patrick Leary is a financial advisor with Loop Capital Markets LLC. Patrick is a highly experienced and qualified financial professional with a strong track record of success. With over 18 years of experience in the financial services industry, Patrick has a deep understanding of the markets and a commitment to helping clients achieve their financial goals. Patrick is registered in Minnesota.

Firm Information

Patrick Leary is currently registered with Loop Capital Markets LLC. Loop Capital Markets LLC is a Limited Liability Company formed on June 1, 2004. The firm provides a range of advisory services, including transition management services, equity research services, and security ratings. It serves a variety of client types, including corporations, state or municipal government entities, other investment advisors, and pension plans. The firm is registered with the Securities and Exchange Commission and is licensed to conduct business in all 50 states.

Not reported

Assets Under Management

15

Total Clients

123

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.

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transition management services/equity research services

Transition management services/equity research services

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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commissions

Earned based on transactions or products sold.

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other

Negotiated fees for research services

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Patrick Leary’s Registration & Firm History

MN

02/03/2022 - Present

Loop Capital Markets LLC (St. Louis Park MN)

IL

09/30/2021 - 01/25/2022

MESIROW FINANCIAL, INC. (CHICAGO IL)

MN

04/09/2007 - 09/09/2021

INSPEREX LLC (Independence MN)

FL

04/11/2005 - 03/07/2007

R. SEELAUS & CO.,INC. (BOCA RATON FL)

MN

01/01/2004 - 03/31/2005

GUARANTY BROKERAGE SERVICES, INC. (ST. CLOUD MN)

MN

01/01/2004 - 03/31/2005

PRIMEVEST FINANCIAL SERVICES, INC. (ST. CLOUD MN)

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Licenses & Designations

BC

Issued 01/21/2004

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/19/2015

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/29/2018

Series 57 - Securities Trader Exam

BC

Issued 12/23/2003

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Patrick James Leary.
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