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Patrick Michael Rogan

Black Arrow Capital LLC

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About Patrick Michael Rogan

Patrick Rogan is a financial advisor with Black Arrow Capital LLC, which is headquartered in Newark, DE. Patrick is licensed to provide financial advice in Delaware, Florida, and Pennsylvania. Patrick has a diverse background in the financial industry, having worked previously at firms like Fidelity Brokerage Services LLC, Capital One Investing, LLC and Vanguard Marketing Corporation. Patrick also holds a Certified Financial Planner designation.

Firm Information

Patrick Rogan is currently registered with Black Arrow Capital LLC. Black Arrow Capital LLC is an investment advisor headquartered in , offering financial planning and portfolio management services to individuals. The firm has 2 licensed agents and 2 investment advisor representatives.

Not reported

Assets Under Management

Not reported

Total Clients

2

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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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 Rogan’s Registration & Firm History

DE

03/21/2024 - Present

Black Arrow Capital LLC (NEWARK DE)

PA

04/24/2017 - 06/28/2022

FIDELITY BROKERAGE SERVICES LLC (PHILADELPHIA PA)

VA

12/15/2015 - 04/06/2017

CAPITAL ONE INVESTING, LLC (MCLEAN VA)

PA

09/09/2010 - 11/24/2015

VANGUARD MARKETING CORPORATION (MALVERN PA)

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Licenses & Designations

BC

Issued 08/17/2010

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/16/2012

Series 7 - General Securities Representative Examination

BC

Issued 09/08/2010

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Patrick Michael Rogan.
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