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Patrick Kenneth Carroll

OBSIDIAN PERSONAL PLANNING SOLUTIONS, LLC·ROCKVILLE, Maryland
Clean recordOBSIDIAN PERSONAL PLANNING SOLUTIONS, LLC
2099 GAITHER RD. SUITE 110, ROCKVILLE, MD 20850CRD# 1073745Firm CRD# 168342

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Patrick Kenneth Carroll · ROCKVILLE, MD
Registration
CRD #1073745 · OBSIDIAN PERSONAL PLANNING SOLUTIONS, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Patrick Kenneth Carroll is a registered financial advisor based in ROCKVILLE, Maryland, affiliated with OBSIDIAN PERSONAL PLANNING SOLUTIONS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
OBSIDIAN PERSONAL PLANNING SOLUTIONS, LLC
OBSIDIAN PERSONAL PLANNING SOLUTIONS, LLC
AUM
$313M
Regulatory assets under management
Employees
8
Total firm employees
View all advisors at OBSIDIAN PERSONAL PLANNING SOLUTIONS, LLC →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 1073745
Firm CRD# 168342
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Patrick Kenneth Carroll offer?
Patrick Kenneth Carroll specializes in Financial Planning, Investment Management. Contact their office in ROCKVILLE, Maryland for a consultation.
What are Patrick Kenneth Carroll's credentials?
Patrick Kenneth Carroll is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Patrick Kenneth Carroll located?
Patrick Kenneth Carroll is based in ROCKVILLE, Maryland, working with OBSIDIAN PERSONAL PLANNING SOLUTIONS, LLC. Their office serves clients in the ROCKVILLE metropolitan area and surrounding communities.
How does Patrick Kenneth Carroll charge for services?
Patrick Kenneth Carroll's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is OBSIDIAN PERSONAL PLANNING SOLUTIONS, LLC?
OBSIDIAN PERSONAL PLANNING SOLUTIONS, LLC has approximately 8 employees and manages $313M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at OBSIDIAN PERSONAL PLANNING SOLUTIONS, LLC

Julie Ann Carroll
ROCKVILLE, MD
Athena Bubell
GREAT NECK, NY
Michael Roy Paris
GREAT NECK, NY
Stuart Alan Paris
GREAT NECK, NY

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Research
Advisor Fees in MarylandNational Fee Analysis
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