Unclaimed Profile

Patrick Walker O'shaughnessy

POSITIVE SUM ADVISORS LLC·GREENWICH, Connecticut

POSITIVE SUM ADVISORS LLC

47 ARCH STREET, GREENWICH, CT 06830-6512CRD# 5457732Firm CRD# 324219

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Patrick Walker O'shaughnessy · GREENWICH, CT

Registration

CRD #5457732 · POSITIVE SUM ADVISORS LLC

Brand Profile

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Disclosure history

Disclosure history pending

About

Patrick Walker O'shaughnessy is a registered financial advisor based in GREENWICH, Connecticut, affiliated with POSITIVE SUM ADVISORS LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

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Client Types

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Introduction

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Firm Overview

Firm

POSITIVE SUM ADVISORS LLC

AUM

—

Regulatory assets under management

Employees

—

Total firm employees

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Background

Compensation

Compensation details will be added during enrichment.

Regulatory

SEC/IARD CRD# 5457732

Firm CRD# 324219

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Frequently Asked Questions

What services does Patrick Walker O'shaughnessy offer?

Patrick Walker O'shaughnessy is a registered financial advisor in GREENWICH, Connecticut. Contact their office for details on services offered.

What are Patrick Walker O'shaughnessy's credentials?

Patrick Walker O'shaughnessy is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Patrick Walker O'shaughnessy located?

Patrick Walker O'shaughnessy is based in GREENWICH, Connecticut, working with POSITIVE SUM ADVISORS LLC. Their office serves clients in the GREENWICH metropolitan area and surrounding communities.

How large is POSITIVE SUM ADVISORS LLC?

POSITIVE SUM ADVISORS LLC is a registered investment adviser with the SEC. See their Form ADV for full details.

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