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Patrick James Rice

Mainstay Capital Management, LLC

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About Patrick James Rice

Patrick James Rice is a financial advisor with over 20 years of experience in the industry. Patrick is currently registered with Mainstay Capital Management, LLC and holds Series 6, 2, 63 and 65 licenses. Patrick specializes in providing financial planning and portfolio management services to individuals, high-net-worth individuals, and corporations. Patrick is also a Certified Financial Planner and a Chartered Financial Analyst. Prior to joining Mainstay Capital Management, LLC, Patrick worked at 2480 Securities LLC.

Firm Information

Patrick Rice is currently registered with Mainstay Capital Management, LLC. Mainstay Capital Management, LLC is an investment advisor based in Grand Blanc, MI. The firm offers financial planning and portfolio management services for individuals and businesses, as well as educational seminars. Mainstay Capital manages approximately $4.2 billion in assets for 3,445 clients.
Mainstay Capital Management, LLC

10775 SOUTH SAGINAW

GRAND BLANC, MI 48439

$4.17B

Assets Under Management

Not reported

Total Clients

18

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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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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percentage of assets

A percentage of the total value of assets under management is charged.

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Patrick Rice’s Registration & Firm History

MI

01/08/2025 - Present

Mainstay Capital Management, LLC (GRAND BLANC MI)

OH

09/29/1998 - 10/18/2001

2480 SECURITIES LLC (DAYTON OH)

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Licenses & Designations

BC

Issued 05/15/1992

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 11/14/1991

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/16/1998

Series 6 - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 01/17/1992

Series 2 - Non-Member General Securities Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Patrick James Rice.
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