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Patrick Joseph Younis

Minichmacgregor Wealth Management, LLC

Saratoga Springs, NY

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Current Employers
Minichmacgregor Wealth Management, Llc

21 Congress Street Suite 203, Saratoga Springs, NY 12866 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2021-05-09
  • NY RA
    APPROVED
    Since 2021-05-09

Branch Locations

21 Congress Street Suite 203, Saratoga Springs, NY 12866 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Nylife Securities Llc Latham NY 10/2012 01/2018
Tarella Financial Group Saratoga Springs NY 01/2012 03/2019
Eagle Strategies Llc Saratoga Springs NY 03/2015 01/2018
Nylife Securities Llc Latham NY 02/2018 03/2019
Eagle Etrategies Llc Latham NY 04/2018 03/2019
Lpl Financial Llc Slingerlands NY 04/2019 05/2020
Minichmacgregor Wealth Management Saratoga Springs NY 05/2020 Present
Purshe Kaplan Sterling Investments Albany NY 06/2020 11/2022
  • 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
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-11-03
S63 Uniform Securities Agent State Law Examination 2004-07-27
  • 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

View on SEC IAPD

Other Firms

SARATOGA INVESTMENT SOLUTIONS INC.
COMMONWEALTH FINANCIAL NETWORK
JANNEY MONTGOMERY SCOTT LLC
CONTINUUM WEALTH ADVISORS, LLC
STERLING MANOR FINANCIAL, LLC
NYE STREET PARTNERS LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
LPL FINANCIAL LLC

Other Investors

CYNTHIA ELIZABETH ZALEWSKY
BONNIE MARIE BOYCE
JEFFREY CHARLES VAHANIAN
CAMERON VICTORIA CORSI
Cory Matthew Larmour
ALAN JAY BOGATCH
JESSICA SUZANNE NILES
STEPHEN EDWARD KRAKOWER

Other Offices

SARATOGA INVESTMENT SOLUTIONS INC. · SARATOGA SPRINGS, NY
COMMONWEALTH FINANCIAL NETWORK · Saratoga Springs, NY
JANNEY MONTGOMERY SCOTT LLC · SARATOGA SPRINGS, NY
CONTINUUM WEALTH ADVISORS, LLC · SARATOGA SPRINGS, NY
STERLING MANOR FINANCIAL, LLC · SARATOGA SPRINGS, NY
NYE STREET PARTNERS LLC · SARATOGA SPRINGS, NY
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · SARATOGA SPRINGS, NY
LPL FINANCIAL LLC · SARATOGA SPRINGS, NY

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