Patricia Markell Mchugh

Employer firm

Barnstone Advisors LLC CRD 144511

$241M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)

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

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

Current Employers

Employment History

• 04/2015 → 03/2021
  Hotaling Investment Management, Llc
  Wayne, PA
• 03/2021 → Present
  Barnstone Advisors Llc
  Phoenixville, PA

Previous Registrations

• 2016-12-22 → 2021-03-19
  Hotaling Investment Management, Llc
  Wayne, PA
• 2005-02-28 → 2012-02-06
  Spartan Capital Management, Llc
  West Chester, PA

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-11-29
• S66 Uniform Combined State Law Examination
  2002-07-09

Designations

• Certified Financial Planner

Other Names

• Patricia Anne Erickson
• Trish Erickson
• Patricia Markell Mchugh
• Patricia Anne Markell