Unclaimed Profile

Patrick Royal Mckenna

FACET WEALTH, INC·BALTIMORE, Maryland

Clean recordFACET WEALTH, INC

400 EAST PRATT STREET, BALTIMORE, MD 21202CRD# 3104892Firm CRD# 285961

Profile Verification

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

Identity

Patrick Royal Mckenna · BALTIMORE, MD

Registration

CRD #3104892 · FACET WEALTH, INC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Patrick Royal Mckenna is a registered financial advisor based in BALTIMORE, Maryland, affiliated with FACET WEALTH, INC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

FACET WEALTH, INC

FACET

AUM

$3.5B

Regulatory assets under management

Employees

191

Total firm employees

View all advisors at FACET WEALTH, INC →

Services

Financial planning

Portfolio management (individuals)

Background

Compensation

Subscription fees

Regulatory

SEC/IARD CRD# 3104892

Firm CRD# 285961

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Patrick Royal Mckenna offer?

Patrick Royal Mckenna specializes in Financial Planning, Investment Management. Contact their office in BALTIMORE, Maryland for a consultation.

What are Patrick Royal Mckenna's credentials?

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

Where is Patrick Royal Mckenna located?

Patrick Royal Mckenna is based in BALTIMORE, Maryland, working with FACET WEALTH, INC. Their office serves clients in the BALTIMORE metropolitan area and surrounding communities.

How does Patrick Royal Mckenna charge for services?

Patrick Royal Mckenna's firm is compensated through subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is FACET WEALTH, INC?

FACET WEALTH, INC has approximately 191 employees and manages $3.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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