Patrick Daniel Mylod

Employer firm

Commonwealth Financial Network CRD 8032

$213B regulatory AUM 20,450 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

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

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

Current Employers

Employment History

• 07/2019 → 06/2020
  Axa Equitable, Llc
  Clifton Park, NY
• 07/2019 → 06/2020
  Axa Advisors, Llc
  New York, NY
• 07/2018 → 06/2019
  Wswhe Boces
  Saratoga Springs, NY
• 05/2017 → 09/2017
  Chateau On The Lake
  Bolton Landing, NY
• 08/2012 → 05/2017
  Suny Potsdam
  Potsdam, NY
• 10/2017 → 06/2018
  Wshe Boces
  Hudson Falls, NY
• 05/2016 → 09/2016
  Chateau On The Lake
  Bolton Landing, NY
• 07/2019 → 06/2023
  Equitable
  Clifton Park, NY
• 07/2019 → 06/2023
  Equitable Advisors, Llc
  New York, NY
• 06/2023 → Present
  Commonwealth Financial Network
  Waltham, MA
• 06/2023 → Present
  Beebe Financial Services
  Queensbury, NY

Previous Registrations

• 2020-01-02 → 2023-06-21
  Equitable Advisors, Llc
  Malta, NY
  Queensbury, NY

Other Businesses

Co-Owner, Beebe Group, LLC, a private entity established to facilitate securities, advisory, and insurance business; as of 01/01/2026; 100% of time spent during business hours; Conducted at branch; Investment related.

Exams

• S66 Uniform Combined State Law Examination
  2019-12-12

Other Names

• Patrick Mylod