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Patrick William Agnew

Blackstone Securities Partners LP

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About Patrick William Agnew

Patrick William Agnew is a financial advisor with Blackstone Securities Partners LP in Charlotte, North Carolina. Patrick has been in the financial services industry since 2005 and has experience with a variety of financial services firms including Foreside Fund Services, LLC, Alternative Strategies Brokerage Services, Inc., Columbia Management Distributors, Inc., BANC OF AMERICA INVESTMENT SERVICES, INC., Ameriprise Financial Services, Inc. and IDS Life Insurance Company. Patrick has a strong understanding of the financial markets and is committed to providing clients with personalized financial advice. Patrick holds the Series 7, Series 66, Series 79 and SIE licenses.

Firm Information

Patrick Agnew is currently registered with Blackstone Securities Partners LP. Blackstone Securities Partners LP is a Partnership formed on September 27, 1988. The firm is registered with the SEC and in all 50 states, the District of Columbia, Puerto Rico, and the Virgin Islands.

Not reported

Assets Under Management

Not reported

Total Clients

217

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.

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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Patrick Agnew’s Registration & Firm History

NC

04/24/2017 - Present

Blackstone Securities Partners LP (Charlotte NC)

ME

03/20/2013 - 03/22/2017

FORESIDE FUND SERVICES, LLC (PORTLAND ME)

NC

08/03/2007 - 03/13/2013

ALTERNATIVE STRATEGIES BROKERAGE SERVICES, INC. (CHARLOTTE NC)

NC

05/18/2006 - 11/21/2006

COLUMBIA MANAGEMENT DISTRIBUTORS, INC. (CHARLOTTE NC)

NC

10/24/2005 - 05/18/2006

BANC OF AMERICA INVESTMENT SERVICES, INC. (CHARLOTTE NC)

MN

07/08/2004 - 09/29/2005

AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)

MN

07/08/2004 - 09/29/2005

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

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Licenses & Designations

BOTH

Issued 07/27/2004

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/29/2017

Series 79 - Investment Banking Registered Representative Examination

BC

Issued 07/07/2004

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Patrick William Agnew.
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