Sarasota, FL Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$338,630,429
ClientsTotal clients
569
AdvisorsAdvisors at this office
2
Of 29 advisors across 27 offices
Location
Sarasota FL
Advisors at this office
2
Advisors at this office
Patrick Q
Series 65
Sarasota, FL
MDRN Capital
Patrick Quigley is a financial advisor at MDRN Capital with a Series 65 credential and three years of industry experience. His prior work includes roles at Auto Ninjas, HD Money, Inc., Sarasota Ford, and Crunch Fitness. MDRN Capital serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, offering discretionary investment management, comprehensive financial planning, and retirement-plan advisory services. The firm employs a multi-advisor team model and manages portfolios through allocations to independent managers and low-cost mutual funds and ETFs with a long-term focus.
Joshua J
Series 63, Series 66, Series 65
Sarasota, FL
MDRN Capital
Joshua Johnson is a financial advisor at MDRN Capital with 11 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at several firms including Merrill, Sagepoint Financial, and Advisor Group. Outside of advisory roles, he has experience in fitness-related positions and rideshare services. MDRN Capital serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans through discretionary investment management and comprehensive financial planning. The firm employs a multi-advisor team model and focuses on long-term portfolio construction using independent managers and low-cost mutual funds and ETFs.
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