Patrick Leland Curtin

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2008 → 08/2024
  Triad Advisors, Inc.
  Norcross, GA
• 08/2024 → Present
  Osaic Wealth, Inc.
  Peterborough, NH

Previous Registrations

• 2008-08-29 → 2024-08-23
  Triad Advisors Llc
  Sherrill, NY
  Atlanta, GA
  Peterborough, NH
• 2004-10-20 → 2008-08-27
  Banc Of America Investment Services, Inc.
  Nantucket, MA
  Nantucket, MA
  Nantucket, MA
• 2003-07-23 → 2004-10-20
  Quick & Reilly, Inc.
  Nantucket, MA

Other Businesses

1. CURTIN FINANCIAL SERVICES POSITION: President NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 13 START DATE: 09/01/2008 ADDRESS: 70 Pine Street, Peterborough NH 03458, United States DESCRIPTION: This is my primary job. COMPENSATION THROUGH FEES & COMMISSIONS; COMPREHENSIVE FINANCIAL PLANNING, SALE OF SECURITIES AND INSURANCE PRODUCTS. 2) DOUBLE HAULL, LLC POSITION: Co-Owner NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 03/01/2018 ADDRESS: 1 State Route 101A, Unit 1, Amherst NH 03031, United States DESCRIPTION: paying bills 3) CURTIN FAMILY REVOCABLE TRUST POSITION: Co-Trustee NATURE: Revocable Trust INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 06/29/2017 ADDRESS: 70 Pine Street, Peterborough NY 03458, United States DESCRIPTION: Oversee a checking account and a tract of land.

Exams

• S66 Uniform Combined State Law Examination
  1999-12-23

Other Names

• Patrick L Curtin