LPL Financial
43yrs
Top advisor by experience in Madison
4yrs
Patrick Regan
Financial advisor at Mariner
Patrick Regan has worked in the financial industry for 4 years and is a fiduciary financial advisor based in Madison, New Jersey. After less than a year at Merrill, Patrick joined Mariner in 2024, a firm offering financial planning, investment management, and private fund management. The firm is paid through a percentage of assets, hourly fees, and flat fees.
One of 61 advisors with offices in Madison, and one of 48 fiduciaries.
At a glance
Experience4 years (since 2023)
How that compares ?4 years in the industry
OfficeOne Giralda Farms Suite. 130, Madison, NJ 07940
FirmMariner
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$2.12 million
Advisors at the firm991
States licensed ?1 state
Services through Mariner
Financial planningInvestment management for individuals and small businessesManaging private fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsEducational seminars and workshopsOther services
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.
Series 66Uniform Combined State Law Examination
Career
Contact Patrick
(913) 904-5700Firm headquarters in Overland Park, KS. Ask for Patrick. One Giralda Farms Suite. 130Madison, NJ 07940Office · Get directions Firm websitesrs.mariner.com
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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 Mariner at (913) 904-5700 and ask for Patrick Regan. Patrick works from the Madison, NJ office.
How long has Patrick been a financial advisor?
Patrick has been in the industry since 2023, about 4 years. 4 years in the industry.
What licenses does Patrick hold?
Series 66. 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?
Mariner 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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