Patrick H. Greenhalgh

LANSING STREET ADVISORS

Ambler, PA

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CRD#: 6622405

Professional summary

Patrick Hodes Greenhalgh, who also goes by Patrick Greenhalgh, is a registered financial advisor currently at LANSING STREET ADVISORS located in Ambler, Pennsylvania.

Patrick is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Patrick has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Patrick Greenhalgh

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) - RIA

Click below to view Patrick Hodes Greenhalgh'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

March 24, 2025 - Present

LANSING STREET ADVISORS

RIA

CRD#: 306882

Ambler, PA

Past

November 23, 2020 - March 21, 2025

RBC CAPITAL MARKETS, LLC

RIA

CRD#: 31194

CONSHOHOCKEN, PA

Past

November 23, 2020 - March 21, 2025

RBC CAPITAL MARKETS, LLC

CRD#: 31194

CONSHOHOCKEN, PA

Past

March 13, 2019 - November 11, 2020

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

BLUE BELL, PA

Past

March 13, 2019 - November 11, 2020

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

BLUE BELL, PA

Past

August 4, 2016 - February 15, 2018

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

PENNINGTON, NJ

Past

June 6, 2016 - February 15, 2018

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

PENNINGTON, NJ

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".

LANSING STREET ADVISORS

LANSING STREET ADVISORS | LANSING STREET ADVISORS LLC

CRD#: 306882 / SEC#: 801-126210

RIA

Registered Investment Advisory firm - (8/8/2022 Approved)

Pennsylvania

Registered Investment Advisory firm - (8/11/2022 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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.

Highlighted states indicate IAR registrations

IAR

Pennsylvania
(3/24/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 8/3/2016

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 2/15/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 6/6/2016

General Securities Representative Examination

Current Firm

LANSING STREET ADVISORS

LANSING STREET ADVISORS | LANSING STREET ADVISORS LLC

CRD#: 306882 / SEC#: 801-126210

RIA

Registered Investment Advisory firm - (8/8/2022 Approved)

Pennsylvania

Registered Investment Advisory firm - (8/11/2022 Terminated)

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Contact information

Main Address

124 S Maple Street Suite 325, Ambler, PA 19002

Mailing Address

Phone number

(215) 718-2063

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (2 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

LANSING STREET DISCLOSURE BROCHURE (3/31/2025)

Regulatory assets under management

Total Number of Accounts	440
AUM (Assets Under Management)	$ 438,700,930

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.

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Firm Stability Insights

Patrick H. Greenhalgh

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

RBC CAPITAL MARKETS, LLC

RBC CAPITAL MARKETS, LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Primary Firm SEC Registration

LANSING STREET ADVISORS

State Registrations and Notice Filings

Exams

Series 66

Date: 8/3/2016

SIE

Date: 2/15/2018

Series 7

Date: 6/6/2016

Current Firm

LANSING STREET ADVISORS

Contact information

SEC notice filing (2 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

LANSING STREET ADVISORS

TRUST BUT VERIFY

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