Unclaimed Profile

Patrick Joseph Spellman

AMG FUNDS LLC·STAMFORD, Connecticut

SIE, Series 7, Series 14, Series 24, Series 66Clean recordAMG FUNDS LLC

680 WASHINGTON BOULEVARD, STAMFORD, CT 06901CRD# 3086822Firm CRD# 153456

Profile Verification

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

Identity

Patrick Joseph Spellman · STAMFORD, CT

Registration

CRD #3086822 · AMG FUNDS LLC

Brand Profile

Not yet started

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 14

Series 24

Series 66

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

AMG FUNDS LLC

CRD 153456 · SEC 801-56365

AUM

$21.2B

Regulatory assets under management

Employees

5 client accounts

Services offered by AMG FUNDS LLC

Per Form ADV

Portfolio management (individuals)

Portfolio management (pooled investments)

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

View all advisors at AMG FUNDS LLC →

Introduction

Speak with Patrick

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Patrick is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in STAMFORD?

Browse all registered financial advisors in STAMFORD, Connecticut or claim this profile if it's yours.

Browse STAMFORD Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Patrick Joseph Spellman offer?

Patrick Joseph Spellman specializes in Investment Management, Wealth Management. Contact their office in STAMFORD, Connecticut for a consultation.

What are Patrick Joseph Spellman's credentials?

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

Where is Patrick Joseph Spellman located?

Patrick Joseph Spellman is based in STAMFORD, Connecticut, working with AMG FUNDS LLC. Their office serves clients in the STAMFORD metropolitan area and surrounding communities.

How does Patrick Joseph Spellman charge for services?

Patrick Joseph Spellman's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is AMG FUNDS LLC?

AMG FUNDS LLC has approximately 90 employees and manages $21.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →