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Patrick Edward Hanley

Hanley & Associates LLC

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About Patrick Edward Hanley

Patrick Hanley is a licensed Investment Advisor Representative with Hanley & Associates LLC, a firm based in Pittsfield, Massachusetts. Patrick is registered in Massachusetts, Connecticut, and New York, and has been with the firm since May 2021.

Firm Information

Patrick Hanley is currently registered with Hanley & Associates LLC. Hanley & Associates LLC is a Registered Investment Advisor with approximately $20.1 million in regulatory assets under management. The firm provides advisory services including pension consulting, educational seminars, selection of other advisors, and financial coaching. They primarily serve high-net-worth individuals and individuals other than high-net-worth, with a total of 93 clients.

$20.10M

Assets Under Management

Not reported

Total Clients

2

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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financial coaching

Financial coaching

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Patrick Hanley’s Registration & Firm History

MA

09/15/2023 - Present

Hanley & Associates LLC (PITTSFIELD MA)

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Licenses & Designations

IA

Issued 02/27/2023

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Patrick Edward Hanley.
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