ON Investment Management
43yrs
Top advisor by experience in Silver Spring
18yrs
Patrick Dunn is a fiduciary financial advisor in Silver Spring, Maryland, with 18 years in the industry. After ten years at Osaic Fa and three years at New England Securities, Patrick joined Osaic Wealth in 2025, a firm offering financial planning, investment management, and retirement plan consulting. Osaic Wealth reports being paid through a percentage of assets, hourly fees, and flat fees.
One of 78 advisors with offices in Silver Spring, and one of 72 fiduciaries.
At a glance
Experience18 years (since 2008)
How that compares ?More experience than 63% of advisors in Silver Spring
Office10 Post Office Road Suite 222, Silver Spring, MD 20910
FirmOsaic Wealth
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$398,336
Advisors at the firm8,052
States licensed ?1 state
Services through Osaic Wealth
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Jan 2025 – nowOsaic Wealth, Inc.Current firm
- 2014 – 2025Osaic Fa, Inc.Previously
- 2012 – 2014New England SecuritiesPreviously
Contact Patrick
(800) 821-5100Firm headquarters in Scottsdale, AZ. Ask for Patrick. 10 Post Office Road Suite 222Silver Spring, MD 20910Office · Get directions
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Questions to ask Patrick
Tailored to Patrick’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Patrick
How do I contact Patrick?
Call Osaic Wealth at (800) 821-5100 and ask for Patrick Dunn. Patrick works from the Silver Spring, MD office.
How long has Patrick been a financial advisor?
Patrick has been in the industry since 2008, about 18 years. More experience than 63% of advisors in Silver Spring.
What licenses does Patrick hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Patrick a fiduciary?
Patrick is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Patrick paid?
Osaic Wealth reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Patrick for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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