Patrick Brian Morrow

Employer firm

Cerity Partners LLC CRD 151559

$162B regulatory AUM 53 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2000 → 05/2018
  Lpl Financial, Llc (Formerly: Linsco/Private Ledger Corp.)
  Indianapolis, IN
• 12/2002 → 09/2024
  Strategic Benefit Consultants, Inc.
  Indianapolis, IN
• 10/2024 → Present
  Cerity Partners Llc
  New York, NY

Previous Registrations

• 1999-01-11 → 2024-11-25
  Sbc Wealth Management
  Indianapolis, IN
  Indianapolis, IN
  Indianapolis, IN
• 2000-11-16 → 2015-10-27
  Lpl Financial Llc
  Indianapolis, IN

Other Businesses

1. 3/4/2025 to Present - Morrow Properties LLC - Non-Investment Related - Nature of Business - Own, manage, and develop residential real estate, and cash rent farm land - Time Spent - 2 hours per month during securities trading hours - Role - Manager - Address - Indianapolis, IN 2. 1/19/2006 to Present - H & M PROPERTIES - Non-Investment Related - Business Entity For Tax/Investment Purposes Only - TIME SPENT 5% - LLC TO OWN THE OFFICE BUILDING WE OPERATE FROM.

Exams

• S63 Uniform Securities Agent State Law Examination
  1987-12-01

Designations

• Chartered Financial Consultant

Other Names

• Pat Morrow