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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Michael Herlihy is an Investment Advisor Representative at RMC Investment Advisors. Patrick has been in the industry for over 8 years. Patrick is registered in Connecticut. Patrick has passed the Series 65 exam and has a specialization in financial planning and investment strategies. RMC Investment Advisors is an independent investment advisory firm located in West Hartford, Connecticut. The firm provides investment advisory services to a variety of clients, including individuals, corporations, charitable organizations, and pension plans.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
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CT
05/26/2021 - Present
RMC Investment Advisors (WEST HARTFORD CT)
IA
Issued 05/26/2021
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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