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Patrick Lindsey Cook

EMBLEM GROUP, L.P.·BOSTON, Massachusetts
Clean recordEMBLEM GROUP, L.P.
200 CLARENDON STREET, BOSTON, MA 02116CRD# 5378444Firm CRD# 329533

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Patrick Lindsey Cook · BOSTON, MA
Registration
CRD #5378444 · EMBLEM GROUP, L.P.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Patrick Lindsey Cook is a registered financial advisor based in BOSTON, Massachusetts, affiliated with EMBLEM GROUP, L.P.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
EMBLEM GROUP, L.P.
EMBLEM GROUP, L.P.
AUM
$192M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at EMBLEM GROUP, L.P. →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 5378444
Firm CRD# 329533
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Patrick Lindsey Cook offer?
Patrick Lindsey Cook specializes in Retirement Planning. Contact their office in BOSTON, Massachusetts for a consultation.
What are Patrick Lindsey Cook's credentials?
Patrick Lindsey Cook is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Patrick Lindsey Cook located?
Patrick Lindsey Cook is based in BOSTON, Massachusetts, working with EMBLEM GROUP, L.P.. Their office serves clients in the BOSTON metropolitan area and surrounding communities.
How does Patrick Lindsey Cook charge for services?
Patrick Lindsey Cook'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 EMBLEM GROUP, L.P.?
EMBLEM GROUP, L.P. has approximately 4 employees and manages $192M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Ryan James Duffy
BOSTON, MA

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Research
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