Patrick Andrew Teel Mcmahon

Employer firm

Private Advisor Group, LLC CRD 155216

$44.3B regulatory AUM 1,033 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

• 12/2013 → Present
  Lpl Financial Llc
  Williamsville, NY
• 12/2013 → Present
  Private Advisor Group, Llc
  Morristown, NJ

Previous Registrations

• 2012-07-02 → 2013-12-23
  First Allied Advisory Services, Inc.
  Williamsville, NY
• 2010-09-09 → 2012-07-02
  First Allied Securities, Inc.
  Williamsville, NY
  Hastings, MN

Other Businesses

(1) 12/13/2013: INDEPENDENT PLANNER LLC - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - 75% OF TIME SPENT - INV REL - 19 LIMESTONE DR, WILLIAMSVILLE, NY 14221 (2) 12/13/2013: INDEPENDENT PLANNER LLC - INV REL - 19 LIMESTONE DR, WILLIAMSVILLE, NY 14221 - NON-VARIABLE INSURANCE - 25% OF TIME SPENT - AGENT, OFFERING: LIFE, LTD, LTC, STD, LTD, HEALTH, DISABILITY (3) 06/27/2014: PRIVATE ADVISOR GROUP - INV REL - 19 LIMESTONE DRIVE STE 5, WILLIAMSVILLE, NY 14221 - REGISTERED INVESTMENT ADVISOR HYBRID: (HYBRID) PRIVATE ADVISOR GROUP - START 12/13/2013 - 80 HR/MO ALL DURING SECS TRDG HRS - CHARGE WRAP FEES (4) 08/19/2022 - IPLLC, LLC - Not Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Start Date - 07/31/2022 - 5 Hours Per Month/5 Hours During Securities Trading. (5) 08/30/2022 - No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Insurance Agent - Start Date - 07/21/2022 - 20 Hours Per Month/20 Hours During Securities Trading

Exams

• S65 Uniform Investment Adviser Law Examination
  1997-10-23
• S63 Uniform Securities Agent State Law Examination
  1995-11-15

Designations

• Certified Financial Planner