Patrick Scanlon is a registered investment advisor at Vest Financial LLC, based in Wenham, MA, with 16 years of industry experience. Patrick operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 145 clients with $39B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
Wenham, MA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Patrick is the Head of Retirement & Sub-Advisory at Vest Financial, LLC, an affiliated entity providing asset management services. He manages Vest's retirement and sub-advisory business, dedicating nearly full-time hours to this role.
Employment History
Current Registrations
Vest Financial LLC
Vest Securities, LLC
Vest Securities, LLCBroker
Previous Registrations
Putnam Investment Management, LLC
Putnam Retail Management Limited PartnershipBroker
John Hancock Investment Management, LLC
John Hancock Distributors LLCBroker
John Hancock Investment Management Distributors LLCBroker
Columbia Management Investment Advisers, LLC
Columbia Management Investment Distributors, INC.Broker
Columbia Management Distributors, INC.Broker
Eaton Vance Distributors, INC.Broker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.