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Patrick Terence Bassett

ARROW INVESTMENT ADVISORS, LLC·OLNEY, Maryland
SIE, Series 3, Series 4, Series 6, Series 7, Series 7TO, Series 24, Series 53, Series 63, Series 65Clean record24 years registeredARROW INVESTMENT ADVISORS, LLC
2943 OLNEY-SANDY SPRING RD., OLNEY, MD 20832CRD# 2337415Firm CRD# 139652

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Patrick Terence Bassett · OLNEY, MD
Registration
CRD #2337415 · ARROW INVESTMENT ADVISORS, LLC · 24 years registered
Brand Profile
Not yet started
01

Career History

JANSSON FINANCIAL SVCS
Jul 2025 – present
H. BECK, INC.
May 2007 – Jan 2008
ROCKVILLE, MD
RYDEX ADVISORY SERVICES, LLC
Jan 2006 – Apr 2007
ROCKVILLE, MD
H. BECK, INC.
Jan 2002 – Oct 2004
ROCKVILLE, MD
02

Registrations & Exams

FINRA examinations passed
SIE
Series 3
Series 4
Series 6
Series 7
Series 7TO
Series 24
Series 53
Series 63
Series 65
Registration record
First registered · January 14, 2002
Years registered · 24
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
ARROW INVESTMENT ADVISORS, LLC
CRD 139652 · SEC 801-66595
AUM
$324M
Regulatory assets under management
Employees
12
2 client accounts
Services offered by ARROW INVESTMENT ADVISORS, LLC
Per Form ADV
Portfolio management (pooled investments)
Client types served by the firm
Per Form ADV
Institutional Investors
View all advisors at ARROW INVESTMENT ADVISORS, LLC →
Introduction

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05

Frequently Asked Questions

What services does Patrick Terence Bassett offer?
Patrick Terence Bassett specializes in Investment Management, Fee-Only Advisory. Contact their office in OLNEY, Maryland for a consultation.
What are Patrick Terence Bassett's credentials?
Patrick Terence Bassett is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Patrick Terence Bassett located?
Patrick Terence Bassett is based in OLNEY, Maryland, working with ARROW INVESTMENT ADVISORS, LLC. Their office serves clients in the OLNEY metropolitan area and surrounding communities.
How does Patrick Terence Bassett charge for services?
Patrick Terence Bassett's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ARROW INVESTMENT ADVISORS, LLC?
ARROW INVESTMENT ADVISORS, LLC has approximately 12 employees and manages $324M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at ARROW INVESTMENT ADVISORS, LLC

Scott Barth Widder
LAUREL, MD
Joseph John Barrato
LAUREL, MD
Kristin E Stelljes
LAUREL, MD
Jacob Louis Griffith
LAUREL, MD

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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Research
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