Merrill
44yrs
Top advisor by experience in Riverhead
New
Patrick McGuire
Financial advisor at Knights of Columbus Asset Advisors
Patrick McGuire is a fiduciary financial advisor in Riverhead, New York, registered since Dec 2025. Patrick has been with Knights of Columbus Asset Advisors since 2025. Knights of Columbus Asset Advisors offers investment management, private fund management, and retirement plan consulting and is paid through a percentage of assets.
One of 63 advisors with offices in Riverhead, and one of 55 fiduciaries.
At a glance
ExperienceNew to the profession (since Dec 2025)
How that compares ?New to the profession
OfficeRiverhead, NY
How the firm is paid ?Percent of assets
Typical client at the firm ?$158,490
Advisors at the firm233
States licensed ?1 state
Services through Knights of Columbus Asset Advisors
Investment management for individuals and small businessesManaging mutual fundsManaging private fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managers
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 65Uniform Investment Adviser Law Examination
Career
- Dec 2025 – nowKnights of Columbus Asset Advisors LLCCurrent firm
Questions to ask Patrick
Tailored to Patrick’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- At a firm this size, will I work with you directly or with a service team?
- 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 Knights of Columbus Asset Advisors at 203-752-4502 and ask for Patrick McGuire. Patrick works from the Riverhead, NY office.
How long has Patrick been a financial advisor?
Patrick is new to the profession, registered since Dec 2025, and holds 1 license.
What licenses does Patrick hold?
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?
Knights of Columbus Asset Advisors reports being paid by a percentage of the assets they manage. 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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