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Advisors / Pennsylvania / Radnor
46yrs

Patrick Kevin McFadden

Financial advisor at Oppenheimer &

Radnor, PA 19087CFP®Top 1% by experience in PennsylvaniaFiduciary advisor
Call the officeDirections

At a glance

Experience46 years (since 1980)
How that compares ?Top 1% by experience in Pennsylvania
Office201 King Of Prussia Road Suite 320, Radnor, PA 19087
How the firm is paid ?Percent of assets, Flat fee, Commissions
States licensed ?2 states

Services through Oppenheimer &

Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managers

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Designations

CFP®

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Uniform Securities Agent State Law Examination
Uniform Investment Adviser Law Examination

Career

  1. 2016 – now
    Oppenheimer & Co. Inc.Current firm

Questions to ask Patrick

Tailored to Patrick’s registration and firm.

  1. What's your succession plan, and who would work with me if you retire?
  2. At a firm this size, will I work with you directly or with a service team?
  3. What does a financial plan with you include, and how often is it updated?
  4. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  5. Where would my money be held, and will I get statements directly from that firm?
  6. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

Sign in to keep private notes, score your first meeting, and track this advisor alongside others.

About Patrick

How do I contact Patrick?

Call Oppenheimer & at 212-668-8000 and ask for Patrick Kevin McFadden. Patrick works from the Radnor, PA office.

How long has Patrick been a financial advisor?

Patrick has been in the industry since 1980, about 46 years. Top 1% by experience in Pennsylvania.

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?

Oppenheimer & reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Patrick for your total yearly cost in dollars.

Official record as of October 2, 2026.

This profile is for information only and is not financial advice or a recommendation.

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