Patrick Hodes Greenhalgh

Employer firm

Lansing Street Advisors CRD 306882

$555M regulatory AUM 1 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• 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

• 03/2016 → 02/2018
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Pennington, NJ
• 06/2016 → 02/2018
  Bank Of America, N.A.
  Pennington, NJ
• 02/2019 → 11/2020
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Blue Bell, PA
• 02/2018 → 06/2018
  Unemployed
  Ambler, PA
• 06/2018 → 01/2019
  Deckpro Powerwash Company
  Fort Washington, PA
• 01/2019 → 02/2019
  Unemployed
  Ambler, PA
• 11/2020 → 02/2025
  Rbc Capital Markets, Llc
  Conshohocken, PA
• 03/2025 → Present
  Lansing Street Advisors
  Ambler, PA

Previous Registrations

• 2020-11-23 → 2025-03-21
  Rbc Capital Markets, Llc
  Conshohocken, PA
  Chesterbrook, PA
• 2019-03-13 → 2020-11-11
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Blue Bell, PA
  New York, NY
• 2016-08-04 → 2018-02-15
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Pennington, NJ

Exams

• S66 Uniform Combined State Law Examination
  2016-08-03

Other Names

• Patrick Greenhalgh