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Patrick Alexander Fischoeder

Anchor Capital Advisors LLC

Boston, MA

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Current Employers
Anchor Capital Advisors Llc

Two International Place Suite 2110, Boston, MA 02110-4104 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2024-03-06
  • MA RA
    APPROVED
    Since 2024-03-06

Branch Locations

Two International Place Suite 2110, Boston, MA 02110-4104 • 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
Bernzott Capital Advisors Boston MA 02/2020 10/2023
Rockefeller & Co Boston MA 10/2014 06/2018
Unemployed Boston MA 06/2018 03/2019
Project Yosemite Richmond CA 03/2019 02/2020
Imst Distributors, Llc Boston MA 11/2020 10/2023
Anchor Capital Advisors Llc Boston MA 02/2024 Present
Unemployed Boston MA 10/2023 02/2024
  • 02/2020 → 10/2023
    Bernzott Capital Advisors
    Boston, MA
  • 10/2014 → 06/2018
    Rockefeller & Co
    Boston, MA
  • 06/2018 → 03/2019
    Unemployed
    Boston, MA
  • 03/2019 → 02/2020
    Project Yosemite
    Richmond, CA
  • 11/2020 → 10/2023
    Imst Distributors, Llc
    Boston, MA
  • 02/2024 → Present
    Anchor Capital Advisors Llc
    Boston, MA
  • 10/2023 → 02/2024
    Unemployed
    Boston, MA
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2020-07-28
S65 Uniform Investment Adviser Law Examination 2009-10-01
  • S63 Uniform Securities Agent State Law Examination
    2020-07-28
  • S65 Uniform Investment Adviser Law Examination
    2009-10-01
Other Names
  • Pat Fischoeder

View on SEC IAPD

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