Patrick Younis has been an investment adviser representative at Minichmacgregor Wealth Management since August 2020, and is not listed among the firm’s executive officers or direct owners.
Minichmacgregor Wealth Management, LLC is a Saratoga Springs, NY firm with $723M under management, 928 clients and 7 advisers across 3 offices, as of its May 2026 filing.
Patrick Younis’ longest registration is the current one, 6 years at Minichmacgregor Wealth Management since 2020. Before joining Minichmacgregor Wealth Management in 2020, Patrick Younis was registered through Eagle Strategies LLC.
- – present · 6 yearsSaratoga Springs, NY · Adviser representative · Firm CRD 151237
- Eagle Strategies LLC– · under a yearSaratoga Springs, NY · Adviser representative · Firm CRD 110826
- Eagle Strategies LLC– · 2 yearsSaratoga Springs, NY · Adviser representative · Firm CRD 110826
Investment adviser representative registrations
Patrick Younis is registered as an investment adviser representative in New York, since May 2021.
- New YorkSince 9 May 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 3 November 2014 |
| Series 7 | General Securities Representative Examination | 7 April 2009 |
| Series 63 | Uniform Securities Agent State Law Examination | 27 July 2004 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 16 July 2004 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Patrick Joseph Younis
- CRD
- 4817155
- Firm
- Minichmacgregor Wealth Management · CRD 151237
- Office
- 21 CONGRESS STREET, SUITE 203, Saratoga Springs, NY 12866
- Registration
- Investment adviser registration
- In the industry since
- October 2008
- Disciplinary history
- Not yet shown here · SEC record
Where does Patrick Younis work?
Patrick Younis is an investment adviser representative registered through Minichmacgregor Wealth Management, LLC since August 2020, and is not listed among the firm’s executive officers or direct owners.
Is Patrick Younis a financial advisor?
Yes. Patrick Younis has a current investment-adviser registration in New York, through Minichmacgregor Wealth Management since August 2020.
How many years of experience does Patrick Younis have?
Patrick Younis has 18 years in the financial industry, since October 2008, across 2 adviser firms.
What exams has Patrick Younis passed?
Patrick Younis has passed 4 licensing exams: the Series 6, Series 63, Series 7 and Series 66. The earliest, the Series 6, was passed in July 2004. FINRA credited Patrick Younis with the SIE, which began in October 2018.
Where did Patrick Younis work before Minichmacgregor Wealth Management?
Before Minichmacgregor Wealth Management, Patrick Younis was registered through Eagle Strategies LLC, May 2018 to April 2019; Eagle Strategies LLC, March 2015 to January 2018.
Where is Patrick Younis based?
Patrick Younis’ registered office is in Saratoga Springs, NY.
Is Patrick Younis registered with FINRA?
No. Patrick Younis has no current broker registration.
How can I verify Patrick Younis’ record?
Search CRD 4817155 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Patrick Younis’ full registration record.
