Patrick
Mcclelland
Capstone Investment Group
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About this Advisor
Patrick Mcclelland is a financial advisor who works out of Olympia, Washington with 11 years of relevant experience. Mcclelland is currently employed by Capstone Investment Group. During their career, the advisor has held roles at Capstone Investment Group, LLC, Cetera Advisors LLC and Private Client Services. Mcclelland has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to work in Washington. Capstone Investment Group is a registered investment business headquartered in Olympia, WA. It manages $109 million in assets among its 1,064 customer accounts, making it one of the mid-sized investment advisory firms in the United States by assets under management. The firm advises two charities and foundations. Of its 1,064 client accounts, just 7% are held by high-net-worth individuals who have at least $1 million in assets available to invest. Capstone Investment Group has a set of services, including financial planning services, portfolio management for individuals and small businesses and pension consulting services. Financial management fees are based on which services are offered. However, fee types charged by Capstone Investment Group most likely include asset-based and hourly fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Capstone Investment Group Brokerage Details
$108,868,143
8
1,064
$102,320
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Patrick Mcclelland Work History
Patrick has been registered as a financial advisor for 11 years.*
Capstone Investment Group, LLC
Private Client Services
Cetera Advisors LLC
*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 Mcclelland 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 Capstone Investment Group
Olympia, WA
Olympia, WA
Olympia, WA
Olympia, WA
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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