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About this Advisor
Patrick Carroll is an advisor located in Atlanta, Georgia. Currently an investment advisor with Hartford Funds, they have accrued 10 years of professional experience. Carroll holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative. Carroll can operate in Georgia. The advisor has gained experience at Ing, Directed Service LLC, Hartford Life Distributors, LLC and Hartford Investment Financial Services, LLC. Hartford Funds is based out of Atlanta, Georgia. In aggregate, Hartford Funds manages $115 billion in assets dispersed across 85 accounts and retains more than 338 people. The level of assets currently under the firm's management places it among the biggest firms in the United States. The firm manages 81 accounts on a discretionary basis, in which the advisor has the authority to make all investment decisions. None of the firm's 85 clients are deemed high-net-worth individuals, who are defined as investors who have greater than $1 million in capital. Hartford Funds can provide portfolio management for investment companies, portfolio management for pooled investment vehicles, selection of other advisers and other services. The firm's fees may include asset-based and other fees.
Certifications and Registrations
Years of Experience
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Hartford Funds Brokerage Details
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Investment Advisory Services
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Selection of other advisers
Patrick Carroll Work History
Patrick has 10 years of experience.
Hartford Investment Financial Services, LLC
Hartford Life Distributors, LLC
Directed Service LLC
Patrick Carroll has no disclosures.
Please visit their SEC profile for more details.