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Patrick Quinlivan

BLACKSTONE SECURITIES PARTNERS L.P.
Boston, MA
·CRD# 6087291·14 years experience

Professional Summary

Patrick Quinlivan, who also goes by Patrick Michael Quinlivan, is a registered financial advisor 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.

At a Glance

Best-Interest Standard

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Patrick Michael Quinlivan

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

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Years of Experience

14 years in the financial services industry

Current & Past Employments

BLACKSTONE SECURITIES PARTNERS L.P.·CRD# 17917
BD
One Marina Park Drive, Boston, MA 02210
April 1, 2025 - Present
NEUBERGER BERMAN BD LLC·CRD# 2908
RIA
Boston, MA
April 23, 2019 - March 7, 2025
NEUBERGER BERMAN BD LLC·CRD# 2908
BD
Boston, MA
April 22, 2019 - March 7, 2025
PUTNAM INVESTMENT MANAGEMENT, LLC·CRD# 106629
RIA
Boston, MA
April 17, 2015 - March 5, 2019
PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP·CRD# 7325
BD
Andover, MA
July 31, 2012 - March 5, 2019

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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)

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

FINRA licenses (53 States and Territories)

Registered to provide investment advisory services in 0 US states and territories.

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

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

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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 securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
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

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Apr 2015About the Series 65 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Aug 2012About the Series 63 exam

Series 31 — Futures Managed Funds Examination

Passed May 2019About the Series 31 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Nov 2013About the Series 7 exam

Series 6 — Investment Company Products/Variable Contracts Representative Examination

Passed Jul 2012About the Series 6 exam

Series 30 — NFA Branch Manager Examination

Passed Jul 2020About the Series 30 exam
FINRA
SRO Registrations

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CRS (Client Relationship Summary) - BD

Click below to view Patrick Quinlivan's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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