linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Patrick Lennon

Private Advisor Group, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Patrick? Claim Your Profile

About Patrick Lennon

Patrick Lennon is a financial advisor with over 14 years of experience in the industry. Patrick is currently registered with Private Advisor Group, LLC in Peekskill, New York and Morristown, New Jersey. Patrick was previously registered with NFP ADVISOR SERVICES, LLC and AXA ADVISORS, LLC. Patrick has passed the Series 66, Series 7, and SIE exams. Patrick provides financial planning, pension consulting, educational seminars, and portfolio management for businesses and individuals.

Firm Information

Patrick Lennon is currently registered with Private Advisor Group, LLC. Private Advisor Group, LLC is a financial advisory firm headquartered in Morristown, New Jersey. The firm manages over $35 billion in assets for individuals, families, businesses, charitable organizations, pension plans, and insurance companies. They offer a wide range of financial planning and investment management services, including portfolio management, retirement planning, college savings planning, and estate planning. Private Advisor Group has a team of over 700 licensed financial advisors and investment professionals.
Private Advisor Group, LLC

305 MADISON AVENUE

MORRISTOWN, NJ 07960

$35.29B

Assets Under Management

1,120

Total Clients

647

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

solicitation/referral

Solicitation/referral

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.

check

fixed fees

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

check

percentage of assets

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

check

other

Solicitor/referral fees

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Patrick Lennon’s Registration & Firm History

NY

06/02/2021 - Present

Private Advisor Group, LLC (Peekskill NY)

NY

01/02/2013 - 12/11/2015

NFP ADVISOR SERVICES, LLC (PEEKSKILL NY)

NY

03/19/2008 - 12/07/2012

AXA ADVISORS, LLC (GARRISON NY)

Not sure if Patrick Lennon is right for you?

Licenses & Designations

BOTH

Issued 04/16/2008

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/18/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Patrick Lennon.
Not sure if Patrick Lennon is right for you?