PA
Patrick Augustine Nolan
CRD 2873111
Firms
| Firm | Role | As of |
|---|---|---|
| Personal Cfo Solutions Llc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Personal Cfo Solutions Llc
Co Managing Member, Managing Director · 25% – 50% · Mar 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗