Patrick
Carroll
Obsidian Personal Planning Solutions, LLC
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About this Advisor
Patrick Carroll is a certified financial planner and chartered financial consultant who works out of Rockville, Maryland with a total of 10 years of relevant experience. Carroll is an advisor for Obsidian Personal Planning Solutions, LLC. Their career trajectory has included roles at Wealth Strategies Group, National Planning Corporation, Aci Partners, LLC and Triad Advisors, Inc. Carroll holds a Series 63 license, certifying them as a securities broker, and is approved to advise clients in Maryland and Texas. Obsidian Personal Planning Solutions, LLC is a financial advisory company operating out of Rockville, MD. It handles $183 million in total assets among its 641 accounts, placing it among the mid-sized financial advisory firms in the nation by assets under management. The firm advises two charities and foundations. Of its 641 accounts, 40% are held by high-net-worth individuals who have more than $1 million in investable assets. Obsidian Personal Planning Solutions, LLC offers a set of services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees charged by financial advisors typically vary depending on which service is offered. However, fees billed by Obsidian Personal Planning Solutions, LLC likely consist of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Obsidian Personal Planning Solutions, LLC Brokerage Details
$182,504,029
11
641
$284,718
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Patrick Carroll Work History
Patrick has been registered as a financial advisor for 10 years.*
Triad Advisors, Inc
Aci Partners, LLC
Wealth Strategies Group
National Planning Corporation
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Patrick Carroll to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Obsidian Personal Planning Solutions, LLC
Rockville, MD
Rockville, MD
Rockville, MD
Rockville, MD
Rockville, MD
Rockville, MD
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
