Patrick Alexander Fischoeder

Employer firm

Anchor Capital Advisors LLC CRD 105540

$2.37B regulatory AUM 18 advisory clients

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 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

• 2021-03-16 → 2023-10-30
  Bernzott Capital Advisors
  Camarillo, CA
  Hingham, MA
• 2009-10-13 → 2013-12-31
  Morgan Stanley
  Boston, MA

Exams

• S63 Uniform Securities Agent State Law Examination
  2020-07-28
• S65 Uniform Investment Adviser Law Examination
  2009-10-01

Other Names

• Pat Fischoeder