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PQ

Patrick Quinlivan

BLACKSTONE SECURITIES PARTNERS L.P.
Boston, MA 02210
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CRD#: 6087291
PQ

Professional summary


Patrick Quinlivan, who also goes by Patrick Michael Quinlivan, is a registered financial professional currently at BLACKSTONE SECURITIES PARTNERS L.P. located in Boston, Massachusetts.

Patrick is registered as a RR (Registered Representative) and started their career in finance in 2012. Patrick has worked at 4 firms and has passed the Series 65, Series 63, Series 31, SIE, Series 7, Series 6 and Series 30 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Patrick Michael Quinlivan

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.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - BD


Click below to view Patrick Quinlivan's CRS (Customer Relationship Summary).
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®
None

Experience


Current

April 1, 2025 - Present

BLACKSTONE SECURITIES PARTNERS L.P.

Office #1: One Marina Park Drive, Boston, MA 02210
BD
CRD#: 17917
Boston, MA
Past

April 23, 2019 - March 7, 2025

NEUBERGER BERMAN BD LLC

RIA
CRD#: 2908
BOSTON, MA
Past

April 22, 2019 - March 7, 2025

NEUBERGER BERMAN BD LLC

BD
CRD#: 2908
BOSTON, MA
Past

April 17, 2015 - March 5, 2019

PUTNAM INVESTMENT MANAGEMENT, LLC

RIA
CRD#: 106629
BOSTON, MA
Past

July 31, 2012 - March 5, 2019

PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP

BD
CRD#: 7325
ANDOVER, MA

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

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
Alabama
(4/1/2025)
RR
Alaska
(4/1/2025)
RR
Arizona
(4/1/2025)
RR
Arkansas
(4/1/2025)
RR
California
(4/1/2025)
RR
Colorado
(4/1/2025)
RR
Connecticut
(4/1/2025)
RR
Delaware
(4/1/2025)
RR
District of Columbia
(4/1/2025)
RR
Florida
(4/1/2025)
RR
Georgia
(4/1/2025)
RR
Hawaii
(4/1/2025)
RR
Idaho
(4/1/2025)
RR
Illinois
(4/1/2025)
RR
Indiana
(4/1/2025)
RR
Iowa
(4/1/2025)
RR
Kansas
(4/1/2025)
RR
Kentucky
(4/1/2025)
RR
Louisiana
(4/1/2025)
RR
Maine
(4/1/2025)
RR
Maryland
(4/1/2025)
RR
Massachusetts
(4/1/2025)
RR
Michigan
(4/1/2025)
RR
Minnesota
(4/1/2025)
RR
Mississippi
(4/1/2025)
RR
Missouri
(4/1/2025)
RR
Montana
(4/1/2025)
RR
Nebraska
(4/1/2025)
RR
Nevada
(4/1/2025)
RR
New Hampshire
(4/1/2025)
RR
New Jersey
(4/1/2025)
RR
New Mexico
(4/1/2025)
RR
New York
(4/1/2025)
RR
North Carolina
(4/1/2025)
RR
North Dakota
(4/1/2025)
RR
Ohio
(4/1/2025)
RR
Oklahoma
(4/1/2025)
RR
Oregon
(4/1/2025)
RR
Pennsylvania
(4/1/2025)
RR
Puerto Rico
(4/1/2025)
RR
Rhode Island
(4/1/2025)
RR
South Carolina
(4/1/2025)
RR
South Dakota
(4/1/2025)
RR
Tennessee
(4/1/2025)
RR
Texas
(4/1/2025)
RR
Utah
(4/1/2025)
RR
Vermont
(4/1/2025)
RR
Virgin Islands
(4/1/2025)
RR
Virginia
(4/1/2025)
RR
Washington
(4/1/2025)
RR
West Virginia
(4/1/2025)
RR
Wisconsin
(4/1/2025)
RR
Wyoming
(4/1/2025)

Exams


State Security Law Exam
IAR
Series 65
Date: 4/3/2015
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
RR
Series 31
Date: 5/24/2019
Futures Managed Funds Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
RR
Series 30
Date: 7/10/2020
NFA Branch Manager Examination
SRO Registrations
RR
FINRA

Current Firm


BS
BLACKSTONE SECURITIES PARTNERS L.P.
BLACKSTONE ADVISORY PARTNERS L.P. | THE BLACKSTONE GROUP L.P. | THE BLACKSTONE GROUP | BLACKSTONE SECURITIES PARTNERS L.P. | BLACKSTONE CAPITAL MARKETS | BLACKSTONE ADVISORY SERVICES L.P.

CRD#: 17917 / SEC#: , 8-35941

BD
Broker-Dealer Firm Regulated by FINRA (New York district office)
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Contact information


Main Address
345 Park Avenue, New York, NY 10154-0191
Mailing Address
601 Lexington Avenue 28th Floor, New York, NY 10022
Phone number
(212) 583-5000
Established
Delaware since 09/27/1988
Firm type
Partnership
Fiscal year end
December
Firm Size
Medium
# of Employees

FINRA licenses (53 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
BLACKSTONE GROUP HOLDINGS L.P.LIMITED PARTNER
BALLAS, ZACHARYDESIGNATED PRINCIPAL6563232
BLACKSTONE ADVISORY SERVICES L.L.C.GENERAL PARTNER
DEROSE, ANTHONYCHIEF COMPLIANCE OFFICER5553578
PAYNE, DAVID BRYANCHIEF FINANCIAL OFFICER, PRINCIPAL FINANCIAL OFFICER, PRINCIPAL OPERATIONS OFFICER, FINOP4984877
SCHWARZMAN, STEPHEN ALLENCHAIRMAN & CEO861435

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


BLACKSTONE SECURITIES PARTNERS L.P.

CRD#: 17917Boston, MA 02210

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