Patrick Hanlon

Employer firm

Hightower Advisors, LLC CRD 145323

$199B regulatory AUM 500 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

• 04/2014 → 10/2020
  Lpl Financial Llc
  Boston, MA
• 03/2023 → Present
  Hightower
  Chicago, IL
• 10/2020 → 03/2023
  Bickling Financial Services
  Lexington, MA

Previous Registrations

• 2016-05-25 → 2020-10-28
  Lpl Financial Llc
  Boston, MA
• 2013-03-11 → 2014-04-04
  Amundi Pioneer Institutional Asset Management, Inc.
  Boston, MA

Exams

• S66 Uniform Combined State Law Examination
  2013-03-04
• S63 Uniform Securities Agent State Law Examination
  2012-03-12

Designations

• Certified Financial Planner

Other Names

• Pat Hanlon
• Patrick Edward Hanlon