linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Patrick Vincent Dyer

Capital Portfolio Management, Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Patrick? Claim Your Profile

About Patrick Vincent Dyer

Patrick Dyer is a registered representative and investment advisor representative with Capital Portfolio Management, Inc. Patrick has been in the industry since 1987 and has a broad range of experience in the financial services industry, including securities, investments, and insurance. Patrick is licensed to provide investment advice and securities services in multiple states and has a strong track record of success in helping clients achieve their financial goals.

Firm Information

Patrick Dyer is currently registered with Capital Portfolio Management, Inc.. Capital Portfolio Management, Inc. is a corporation registered with the SEC and in 16 states. Founded in 1991, they provide portfolio management services for individuals, corporations, and pension plans. They manage over $17.5 million in assets, with a client base of 32 accounts. The firm has two licensed agents, two investment adviser representatives, and two registered representatives.

$17.50M

Assets Under Management

Not reported

Total Clients

5

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.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

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.

check

percentage of assets

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

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Patrick Dyer’s Registration & Firm History

MD

01/01/2025 - Present

Capital Portfolio Management, Inc. (TIMONIUM MD)

NY

07/13/1988 - 03/10/1992

DEAN WITTER REYNOLDS INC. (PURCHASE NY)

NA

09/24/1987 - 08/25/1988

T. ROWE PRICE INVESTMENT SERVICES, INC.

Not sure if Patrick Vincent Dyer is right for you?

Licenses & Designations

IA

Issued 04/17/2015

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/01/1988

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 14 - Compliance Officer Examination

BC

Issued 06/05/2003

Series 53 - Municipal Securities Principal Examination

BC

Issued 02/10/1995

Series 27 - Financial and Operations Principal Examination

BC

Issued 05/01/1992

Series 24 - General Securities Principal Examination

BC

Issued 04/06/1992

Series 4 - Registered Options Principal Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/03/1991

Series 3 - National Commodity Futures Examination

BC

Issued 09/19/1987

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Patrick Vincent Dyer.
Not sure if Patrick Vincent Dyer is right for you?