Invested Better
Advisors in Pennsylvania
16,409 Results
Unclaimed

Vanguard Advisers, Inc.

location

MALVERN, PA

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Patrick Flynn is an investment advisor representative at Vanguard Advisers, Inc. Patrick is registered with the state of Pennsylvania and Texas. Patrick has been in the industry for over two years and holds the Series 7TO, Series 66 and SIE exams. Patrick's background includes experience at TD Bank, Northwestern Mutual, and Rocky Run YMCA.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Unclaimed
location

Bala Cynwyd, PA

experience

14 Years Experience

0 Disclosures

ADVISOR BIO

Patrick Stewart has been in the financial industry since February 7, 2011, and is currently a registered representative with Chapin, Davis. Patrick has a Series 7, Series 63, and Series 65 licenses, as well as the SIE and Series 79TO licenses. Patrick has previous experience with CV Brokerage, Inc, and Navigant Capital Advisors, LLC. Patrick focuses on investments for Individuals and businesses.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed
location

Langhorne, PA

0 Disclosures

ADVISOR BIO

Patrick Campbell is a registered Investment Advisor Representative associated with McAdam LLC. Patrick has been in the industry since May 2022 and currently is also working as an Investment Advisor Representative at McAdam Institutional Brokerage. Patrick holds a Series 65 license and is registered in Pennsylvania. Patrick specializes in providing financial planning, selecting other advisors, portfolio management for individuals and businesses.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

First Growth Capital LLC

location

Pittsburgh, PA

0 Disclosures

ADVISOR BIO

Patrick Reidy is an investment advisor representative at First Growth Capital LLC. Patrick has been in the industry since 1986 and has passed the Series 63, Series 7, and Series 65 exams. Patrick maintains a law practice which is part-time work for relatively little in revenues. Patrick also has prior experience at Mercer Allied Corporation and Mercer Allied Company, L.P.. Patrick's current registrations include IA registration in Maryland. The firm First Growth Capital LLC is an investment advisor with an office in Pittsburgh, PA. They work with individuals and families, investment companies, and pooled investment vehicles. The firm focuses on financial planning, portfolio management for individuals, and portfolio management for pooled investment vehicles. They manage approximately $181,051,270 in assets for their clients.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Citizens Securities, Inc.

location

DOWNINGTOWN, PA

0 Disclosures

ADVISOR BIO

Patrick Devlin is an Investment Advisor Representative registered with Citizens Securities, Inc. Patrick holds the Series 65 and SIE licenses. Patrick has a total of 10 years of experience in the financial services industry. Patrick has been with Citizens Securities, Inc. since 05/2022. Previously, Patrick worked for firms such as MyCIO Wealth Partners, FENCE AUTHORITY, CREATIVE FINANCIAL GROUP, MASS MUTUAL, TEMPLE UNIVERSITY, DELAWARE COUNTY COMMUNITY COLLEGE, and TEMPLE UNIVERSITY.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Individuals
PARTICIPATE IN WRAP FEE PROGRAM
Unclaimed

Goldman Sachs & Co. LLC

location

PHILADELPHIA, PA

experience

14 Years Experience

0 Disclosures

ADVISOR BIO

Patrick Murphy is a financial advisor registered with Goldman Sachs & Co. LLC. Patrick has been in the industry since 2011 and is licensed to provide investment advice in all 50 states, the District of Columbia, Puerto Rico, and the Virgin Islands. Patrick has a wide range of experience in the financial services industry, having previously worked at Merrill Lynch. Patrick specializes in a variety of financial products and services, including investment management, financial planning, and educational seminars. Patrick is dedicated to helping clients achieve their financial goals.

SPECIALIZATIONS

Financial Planning Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed

Janney Montgomery Scott LLC

location

PHILADELPHIA, PA

experience

41 Years Experience

disclosure

2 Disclosures

ADVISOR BIO

Patrick Murphy Ehret is a financial advisor with over 30 years of experience in the industry. Patrick is currently registered with Janney Montgomery Scott LLC and has previously held positions with Wachovia Securities, LLC, UBS Financial Services Inc., Smith Barney, Harris Upham & Co., Incorporated and E. F. Hutton & Company Inc. Patrick provides financial planning, pension consulting, portfolio management for individuals and businesses, and educational seminars. Patrick is registered to provide investment advice in Arizona, California, Colorado, Delaware, Florida, Georgia, Louisiana, Maine, Maryland, Michigan, New Jersey, New York, North Carolina, Ohio, Oregon, Pennsylvania, South Carolina, Tennessee, Texas, Utah, Vermont, and Virginia.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

Vanguard Advisers, Inc. | CFP ® (Certifications)

location

MALVERN, PA

experience

20 Years Experience

disclosure

2 Disclosures

ADVISOR BIO

Patrick Kerwin is a financial professional with over 18 years of experience in the industry. Patrick is currently registered with Vanguard Advisers, Inc. and is a Certified Financial Planner. Patrick has a strong track record of providing investment advice to a variety of clients, including high-net-worth individuals, corporations, and charitable organizations. Patrick is committed to providing his clients with personalized financial advice and helping them achieve their financial goals.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Hunter Associates LLC

location

PITTSBURGH, PA

experience

17 Years Experience

0 Disclosures

ADVISOR BIO

Patrick Clark is a financial advisor with over 15 years of experience. Patrick is currently employed by Hunter Associates LLC and has been registered with the firm since January 5, 2022. Previously, Patrick was registered with PNC Capital Markets LLC, Mid Atlantic Capital Corporation, and Federated Securities Corp. Patrick holds Series 7, 24, 66, and SIE licenses. Patrick specializes in financial planning, portfolio management, and selection of other advisors. Patrick has a strong track record of success in helping clients achieve their financial goals.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
MANAGER OF MANAGERS
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Sector Analysts LLC

location

ALLENTOWN, PA

experience

38 Years Experience

0 Disclosures

ADVISOR BIO

Patrick James Hutchinson is a financial advisor with over 30 years of experience in the industry. Patrick is registered with Sector Analysts LLC in Allentown, Pennsylvania. Patrick previously worked for LPL FINANCIAL LLC, CUNA BROKERAGE SERVICES, INC., LIFEUSA SECURITIES, INC., MML INVESTORS SERVICES, INC., and AMERICAN EXPRESS FINANCIAL ADVISORS INC. Patrick is a Series 7, Series 63, Series 24, Series 65, Series 99TO and SIE licensed professional. Patrick works with a range of clients, including high net worth individuals, and provides portfolio management services for individuals.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Individuals

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