Patrick Lennon
Patrick Lennon is a registered investment advisor at Private Advisor Group, LLC, based in Peekskill, NY, with 17 years of industry experience. Patrick operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Retirement Planning. Their firm serves 137,723 clients with $41B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Private Advisor Group offers investment management services where fees are based on a percentage of the value of your investments. The exact percentage is negotiable, up to a maximum of 2.00% per year, and is charged quarterly. Clients also pay brokerage commissions and transaction fees to the custodian. The firm may also charge a flat fee or an hourly fee for specific services.
Location
994 Main Street, Peekskill, NY, 10566
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Patrick operates his LPL business through ITI Strategies, Inc. and is affiliated with Private Advisor Group, LLC as a Registered Investment Advisor. He also has involvement with Ash Brokerage and Crump related to non-variable insurance, and Lennon Associates II, LLC for tax/investment purposes, dedicating minimal time to each.
Employment History
Current Registrations
Private Advisor Group, LLC
LPL Financial LLCBroker
Previous Registrations
NFP Advisor Services, LLC
NFP Advisor Services, LLCBroker
AXA Advisors, LLC
AXA Advisors, LLCBroker
State Registrations19 states
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