Patrick Dinan has been President, CCO of Impact Fiduciary since March 2017, is a control person of the firm and directly owns 75% or more of it.
Impact Fiduciary LLC is a Pasadena, CA firm with $155M under management, 174 clients and 2 advisers in one office, as of its July 2026 filing.
Patrick Dinan is Founder & Financial Advisor of Impact Fiduciary LLC, based in Pasadena, CA. He has over two decades of financial services experience and founded Impact Fiduciary in 2017. He helps clients build financial plans that align with their goals, from retirement planning to tax-efficient strategies.
Patrick Dinan’s longest registration is the current one, 9 years at Impact Fiduciary since 2017. Before joining Impact Fiduciary in 2017, Patrick Dinan was registered through Personal Capital Advisors Corporation and Amerivest Investment Management, LLC.
- Impact Fiduciary LLCCurrent– present · 9 yearsPasadena, CA · Adviser representative · Firm CRD 288345
- Personal Capital Advisors Corporation– · 4 yearsSan Francisco, CA · Adviser representative · Firm CRD 155172
- Amerivest Investment Management, LLC– · 3 yearsWalnut Creek, CA · Adviser representative · Firm CRD 111514
- TD Ameritrade, Inc.– · 3 yearsWalnut Creek, CA · Adviser representative · Firm CRD 7870
- U.S. Bancorp Investments, Inc.– · under a yearSan Diego, CA · Adviser representative · Firm CRD 17868
- Navy Federal Asset Management, LLC– · under a yearVienna, VA · Adviser representative · Firm CRD 144244
- Federated Investment Counseling– · 2 yearsPittsburgh, PA · Adviser representative · Firm CRD 105325
Professional designations
Listed by Impact Fiduciary
- CFP®
- CSRIC®
Investment adviser representative registrations
Patrick Dinan is registered as an investment adviser representative in 4 states, as a resident of Texas. The first approvals date from June 2017; the most recent is Louisiana, in December 2024.
- CaliforniaSince 6 June 2017
- LouisianaSince 11 December 2024
- New YorkSince 6 September 2022
- TexasResidentSince 20 October 2017
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 9 August 2005 |
| Series 7 | General Securities Representative Examination | 26 July 2005 |
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Patrick O'Rourke Dinan
- CRD
- 4974335
- Firm
- Impact Fiduciary · CRD 288345
- Role
- President, CCO
- Office
- 21 MILLER ALLEY, SUITE 210, Pasadena, CA 91105
- Registration
- Investment adviser registration
- In the industry since
- October 2005
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- impactfiduciary.com
Where does Patrick Dinan work?
Patrick Dinan has been President, CCO of Impact Fiduciary LLC since March 2017, and is a control person of the firm.
Is Patrick Dinan a financial advisor?
Yes. Patrick Dinan has a current investment-adviser registration in California, Louisiana, New York and Texas, through Impact Fiduciary since June 2017.
How many years of experience does Patrick Dinan have?
Patrick Dinan has 20 years in the financial industry, since October 2005, across 7 adviser firms.
What exams has Patrick Dinan passed?
Patrick Dinan has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in July 2005.
Where did Patrick Dinan work before Impact Fiduciary?
Before Impact Fiduciary, Patrick Dinan was registered through Personal Capital Advisors Corporation, October 2012 to May 2017; Amerivest Investment Management, LLC, October 2009 to October 2012; TD Ameritrade, Inc., October 2009 to October 2012; U.S. Bancorp Investments, Inc., November 2008 to October 2009; Navy Federal Asset Management, LLC, November 2007 to November 2008; Federated Investment Counseling, August 2005 to October 2007.
Where is Patrick Dinan based?
Patrick Dinan’s registered office is in Pasadena, CA.
Is Patrick Dinan registered with FINRA?
No. Patrick Dinan has no current broker registration.
Is Patrick Dinan a CFP?
Impact Fiduciary lists Patrick Dinan with the CFP credential (“CFP®”) on its website. CFP Board confirms certification status.
How can I verify Patrick Dinan’s record?
Search CRD 4974335 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Patrick Dinan’s full registration record.