Patrick Anthony Flanagan
Investment Adviser Representative at Osaic Wealth, Inc.
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Patrick Anthony Flanagan is an investment adviser representative with Osaic Wealth, Inc. in Santa Fe, NM, where they have been registered since 2024. They have worked in the securities industry since 1989 and were previously registered with Corless & Associates, LLC. They have passed 3 industry qualification exams, including the Series 7 (general securities representative) and Series 63 (state securities agent). They are registered to provide investment advice in Florida, Massachusetts, New Mexico, and Texas.
Registrations & licenses
- Investment adviser:
- Florida, Massachusetts, New Mexico, Texas
- Broker:
21 states and territories
Alaska, Arizona, California, Colorado, Connecticut, District of Columbia, Florida, Illinois, Massachusetts, Michigan, Missouri, Montana, Nevada, New Mexico, New York, Oregon, Texas, Utah, Washington, Wisconsin, Wyoming
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Abacus TAX CompanyJan 1990 – no end date reportedSanta Fe, NM
- FSC Securities CorporationMay 1996 – Nov 2023Albuquerque, NM
- Corless AND AssociatesJan 1990 – Jul 2024Corrales, NM
- Osaic Wealth, Inc.Nov 2023 – no end date reportedSanta Fe, NM
Official records & sources
Data as of June 27, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Osaic Wealth, Inc.
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Firm account minimum
- $5,500 (waivable)
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$25B+
- Firm disclosures (Form ADV)
- Disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 9,286
- Offices listed on AdvisorFinder:
- 26
- Main office:
- Scottsdale, AZ
- SEC file number:
- 801-54859
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of March 31, 2026
View full firm profileOther advisors at Osaic Wealth, Inc.
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Patrick Anthony Flanagan has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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