Patrick James Gano

Employer firm

Hbks Wealth Advisors CRD 112139

$7.66B regulatory AUM 300 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

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

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

Current Employers

Employment History

• 07/2011 → 10/2017
  Fiduciary Advisors, Llc
  Philadelphia, PA
• 10/2010 → 09/2024
  Professional Capital Services, Llc
  Philadelphia, PA
• 06/2019 → 09/2024
  Liberty Partners Financial Services, Llc
  Philadelphia, PA
• 09/2024 → Present
  Hbks Wealth Advisors
  Conshohocken, PA

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-11-08
• S63 Uniform Securities Agent State Law Examination
  2011-12-28

Other Names

• Pat Gano