Clyde Patterson Mcfadden

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

• 06/2004 → 11/2018
  John Hancock
  Boston, MA
• 11/2018 → Present
  Osaic Wealth, Inc.
  Nashville, TN

Other Businesses

1.FIXED INSURANCE POSITION: Broker NATURE: Sole Proprietor INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 10/01/1990 ADDRESS: 2908 Poston Ave. Suite 1, Nashville TN 37203, United States DESCRIPTION: Sales/Marketing of Fixed Annuities and Non-Variable Insurance 2.IFG-INNOVATIVE FINANCIAL GROUP POSITION: Financial Representative NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 120 START DATE: 06/01/2004 ADDRESS: 2908 POSTON AVE ste1, NASHVILLE TN 37215, United States DESCRIPTION: Sales/Marketing of Securities, Investment Advisory and Insurance Products

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-07-19
• S63 Uniform Securities Agent State Law Examination
  1990-11-27

Other Names

• Pat Mcfadden