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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick John Thornton is a registered Investment Advisor Representative in Vermont with Silverlake Wealth Management LLC. Patrick Thornton has been in the industry since 1984. Patrick Thornton has experience with firms such as NFP Securities, Inc. and Morgan Stanley DW Inc. Patrick Thornton holds the Series 63, Series 65 and Series 7 licenses. Patrick Thornton specializes in working with individuals, families and small business owners to build long-term financial plans and investment strategies. Patrick Thornton offers financial planning, portfolio management and retirement planning services.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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VT
01/01/2025 - Present
Silverlake Wealth Management LLC (WILLISTON VT)
VT
04/01/2003 - 03/02/2011
NFP SECURITIES, INC. (SOUTH BURLINGTON VT)
NY
01/24/1989 - 03/31/2003
MORGAN STANLEY DW INC. (PURCHASE NY)
NY
10/23/1984 - 02/11/1989
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 09/04/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/14/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/15/1984
Series 7 - General Securities Representative Examination
Active
Inactive
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