Patrick Joseph Younis

Employer firm

Minichmacgregor Wealth Management, LLC CRD 151237

$723M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars
• 401K PARTICIPANT ADVICE

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

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

Current Employers

Employment History

• 10/2012 → 01/2018
  Nylife Securities Llc
  Latham, NY
• 01/2012 → 03/2019
  Tarella Financial Group
  Saratoga Springs, NY
• 03/2015 → 01/2018
  Eagle Strategies Llc
  Saratoga Springs, NY
• 02/2018 → 03/2019
  Nylife Securities Llc
  Latham, NY
• 04/2018 → 03/2019
  Eagle Etrategies Llc
  Latham, NY
• 04/2019 → 05/2020
  Lpl Financial Llc
  Slingerlands, NY
• 05/2020 → Present
  Minichmacgregor Wealth Management
  Saratoga Springs, NY
• 06/2020 → 11/2022
  Purshe Kaplan Sterling Investments
  Albany, NY

Previous Registrations

• 2018-05-21 → 2019-04-04
  Eagle Strategies Llc
  Saratoga Springs, NY
• 2015-03-06 → 2018-01-16
  Eagle Strategies Llc
  Saratoga Springs, NY

Exams

• S66 Uniform Combined State Law Examination
  2014-11-03
• S63 Uniform Securities Agent State Law Examination
  2004-07-27

Other Names

• Patrick J Younis
• Patrick Joseph Younis