PH
Patrick J. Hutchinson
SECTOR ANALYSTS LLC
ALLENTOWN, PA 18106
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CRD#: 1628728
PH
Professional summary
Patrick James Hutchinson is a registered financial advisor currently at SECTOR ANALYSTS LLC located in Allentown, Pennsylvania and PURSHE KAPLAN STERLING INVESTMENTS located in Allentown, Pennsylvania.
Patrick is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1987. Patrick has worked at 7 firms and has passed the Series 65, Series 63, Series 99TO, SIE, Series 7 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1)SECTOR ANALYSTS, LLC; INVESTMENT RELATED; 6126 HAMILTON BLVD, SUITE 103 ALLENTOWN, PA 18106; INVESTMENT ADVISORY; MEMBER/INVESTMENT ADVISOR REPRESENTATIVE; 06/2015; 100 HOURS/MONTH; 100 HOURS/MONTH DURING SECURITIES HOURS; ASSET MANAGEMENT AND RISK MANAGEMENT FOR FEE BASED CLIENT ACCOUNTS.
2) HUTCHINSON INSURANCE; INVESTMENT RELATED; 7201 HAMILTON BLVD ALLENTOWN, PA 18195; FIXED INSURANCE BROKER - FIXED LIFE, TERM LIFE, DISABILITY, LONG TERM CARE, MEDICAL; OWNER; 01/2033; 15 HOURS/MONTH; 0 HOURS/MONTH DURING SECURITIES HOURS; SELLING FIXED ANNUITIES, TERM AND PERMANENT LIFE INSURANCE, DISABILITY INSURANCE AND MEDICARE SUPPLEMENT INSURANCE AND LONG TERM CARE.
CRS (Client Relationship Summary) - RIA
Click below to view Patrick James Hutchinson's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
June 5, 2015 - Present
SECTOR ANALYSTS LLC
Office #1: 6126 Hamilton Blvd. Suite 103, Allentown, PA 18106RIA
CRD#: 169789
ALLENTOWN, PA
Current
October 17, 2017 - Present
PURSHE KAPLAN STERLING INVESTMENTS
Office #1: 6126 Hamilton Blvd Suite 103, Allentown, PA 18106BD
CRD#: 35747
Allentown, PA
Past
August 5, 2004 - October 30, 2017
LPL FINANCIAL LLC
RIA
CRD#: 6413
ALLENTOWN, PA
Past
January 22, 2003 - October 30, 2017
LPL FINANCIAL LLC
BD
CRD#: 6413
ALLENTOWN, PA
Past
April 15, 1999 - February 3, 2003
CUNA BROKERAGE SERVICES, INC.
BD
CRD#: 13941
WAVERLY, IA
Past
January 22, 1998 - April 20, 1999
USALLIANZ SECURITIES, INC.
BD
CRD#: 40875
MINNEAPOLIS, MN
Past
November 4, 1994 - January 13, 1998
MML INVESTORS SERVICES, LLC
BD
CRD#: 10409
SPRINGFIELD, MA
Past
May 21, 1987 - November 4, 1994
AMERIPRISE FINANCIAL SERVICES, LLC
BD
CRD#: 6363
MINNEAPOLIS, MN
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
SA
SECTOR ANALYSTS LLC
SECTOR ANALYSTS | SECTOR ANALYSTS LLC
CRD#: 169789 / SEC#: 801-110613
RIA
Registered Investment Advisory firm - (6/7/2017 Approved)Pennsylvania
Registered Investment Advisory firm - (6/19/2017 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Arizona(10/17/2017)
RR
California(10/17/2017)
RR
Colorado(10/17/2017)
RR
Connecticut(10/17/2017)
RR
Delaware(11/21/2017)
RR
Florida(10/17/2017)
RR
Georgia(10/17/2017)
RR
Illinois(10/17/2017)
RR
Indiana(10/30/2017)
RR
Louisiana(10/17/2017)
RR
Maine(10/17/2017)
RR
Maryland(10/17/2017)
RR
Massachusetts(12/11/2017)
RR
Nevada(10/5/2023)
RR
New Jersey(10/17/2017)
RR
New York(10/17/2017)
RR
North Carolina(10/17/2017)
RR
Ohio(10/17/2017)
RR
Oklahoma(10/18/2017)
RR
Oregon(12/4/2017)
IAR
Pennsylvania(6/5/2015)
RR
Pennsylvania(10/17/2017)
RR
South Carolina(10/17/2017)
RR
Texas(10/17/2017)
RR
Virginia(10/17/2017)
RR
Washington(10/17/2017)
RR
West Virginia(10/17/2017)
RR
Wisconsin(10/17/2017)
RR
Wyoming(10/18/2017)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
SA
SECTOR ANALYSTS LLC
SECTOR ANALYSTS | SECTOR ANALYSTS LLC
CRD#: 169789 / SEC#: 801-110613
RIA
Registered Investment Advisory firm - (6/7/2017 Approved)Pennsylvania
Registered Investment Advisory firm - (6/19/2017 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
6126 Hamilton Blvd. Suite 103, Allentown, PA 18106
Mailing Address
Phone number
(610) 945-8014
Established
Firm type
Fiscal year end
# of Employees
2
SEC notice filing (10 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,066 |
| AUM (Assets Under Management) | $ 213,675,420 |
Red Flags
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Company Information
SECTOR ANALYSTS LLC
CRD#: 169789Allentown, PA 18106TRUST BUT VERIFY
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Contact information
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