AdvisorOS Directory
Claim Profile
PN

Patrick Augustine Nolan

PERSONAL CFO SOLUTIONS LLC·CHESTER, New Jersey
Unclaimed Profile
384 MAIN STREET, CHESTER, NJ 07930-2528CRD# 2873111Firm CRD# 158248
01

About

Patrick Augustine Nolan is a registered financial advisor based in CHESTER, New Jersey, affiliated with PERSONAL CFO 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
Nonprofits & Foundations
03

Firm Overview

Firm
PERSONAL CFO SOLUTIONS LLC
PERSONAL CFO SOLUTIONS LLC
AUM
$1.2B
Regulatory assets under management
Employees
17
Total firm employees
View all advisors at PERSONAL CFO SOLUTIONS LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 2873111
Firm CRD# 158248
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in CHESTER?

Browse all registered financial advisors in CHESTER, New Jersey or claim this profile if it's yours.

Browse CHESTER AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Patrick Augustine Nolan offer?
Patrick Augustine Nolan specializes in Financial Planning, Investment Management. Contact their office in CHESTER, New Jersey for a consultation.
What are Patrick Augustine Nolan's credentials?
Patrick Augustine Nolan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Patrick Augustine Nolan located?
Patrick Augustine Nolan is based in CHESTER, New Jersey, working with PERSONAL CFO SOLUTIONS LLC. Their office serves clients in the CHESTER metropolitan area and surrounding communities.
How does Patrick Augustine Nolan charge for services?
Patrick Augustine Nolan'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 PERSONAL CFO SOLUTIONS LLC?
PERSONAL CFO SOLUTIONS LLC has approximately 17 employees and manages $1.2B 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 →
Other advisors in CHESTER
John C. Guarino — COVENANT ASSET MANAGEMENT, LLCJohn Fernando Vieira — PERSONAL CFO SOLUTIONS LLCBryan Patrick Landadio — PERSONAL CFO SOLUTIONS LLCSteven Feldstein — STEVEN FELDSTEIN & ASSOCIATESAvis Gardell — STEVEN FELDSTEIN & ASSOCIATES
Nearby cities in New Jersey
PRINCETON (218)NEWARK (200)SUMMIT (178)JERSEY CITY (156)RED BANK (136)
City Guides
PRINCETON GuideNEWARK GuideSUMMIT GuideJERSEY CITY GuideRED BANK Guide
Research
Advisor Fees in New JerseyNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile