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PH

Patrick Hanson

STASH CAPITAL
NEW YORK, NY 10011
Some features on this profile are disabled
CRD#: 7718449
PH
Patrick HansonSTASH CAPITAL

Professional summary

Patrick Hanson is a registered financial professional currently at STASH CAPITAL LLC located in New York, New York.

Patrick is registered as a RR (Registered Representative) and started their career in finance in 2023. Patrick has worked at 3 firms and has passed the Series 66, Series 7TO and SIE exams.

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Patrick Hanson'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

August 17, 2026 - Present

STASH CAPITAL LLC

Office #1: 635-641 Avenue Of The Americas 6th Floor, New York, NY 10011
BD
CRD#: 287728
NEW YORK, NY
Past

July 28, 2023 - July 9, 2026

J.P. MORGAN SECURITIES LLC

RIA
CRD#: 79
NEW YORK, NY
Past

July 28, 2023 - July 9, 2026

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79
NEW YORK, NY
Past

April 12, 2023 - May 25, 2023

EQUITABLE ADVISORS, LLC

RIA
CRD#: 6627
NEW YORK, NY
Past

April 10, 2023 - May 25, 2023

EQUITABLE ADVISORS, LLC

BD
CRD#: 6627
NEW YORK, NY

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
New York
(8/17/2026)

Exams

What does exam status mean?
State Security Law Exam
RR
PR
Series 66
Status Unavailable
Passed: 10/28/2022
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Status Unavailable
Passed: 4/8/2023
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Status Unavailable
Passed: 9/11/2021
Securities Industry Essentials Examination
SRO Registrations
RR
FINRA

Current Firm

SC
STASH CAPITAL LLC
STASH CAPITAL LLC | STASH FINANCIAL LLC

CRD#: 287728 / SEC#: , 8-69908

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

Main Address
635-641 Avenue Of The Americas 6th Floor, New York, NY 10011
Mailing Address
149 E 23rd St P.o. Box 1106, New York, NY 10010
Phone number
(800) 205-5164
Established
Delaware since 01/23/2017
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (53 States and Territories)

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
STASH FINANCIAL, INC.SOLE MEMBER
DANIELS, RICHARD MATTHEWFINOP5877964
KOPKIND, SAM MICHAELCHIEF COMPLIANCE OFFICER4612963
KRIEG, BRANDON ALEXCEO4074156

Disclosures

Regulatory Event1

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

STASH CAPITAL LLC

CRD#: 287728New York, NY 10011

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