Patrick Greenhalgh, financial advisor Conshohocken PA

Patrick Greenhalgh

CRD Number: 6622405
Current Firm: Rbc Capital Markets, LLC

Patrick Greenhalgh (CRD# 6622405) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Conshohocken, PA and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Rbc Capital Markets, LLC Conshohocken, PA Nov 2020 - Current 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated Blue Bell, PA Feb 2019 - Nov 2020 1
Unemployed Ambler, PA Jan 2019 - Feb 2019 < 1
Deckpro Powerwash Company Fort Washington, PA Jun 2018 - Jan 2019 < 1
Unemployed Ambler, PA Feb 2018 - Jun 2018 < 1
Bank Of America, N.a. Pennington, NJ Jun 2016 - Feb 2018 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated Pennington, NJ Mar 2016 - Feb 2018 1
Unemployed Ambler, PA Dec 2015 - Mar 2016 < 1
Franciscan University Of Steubenville Gaming, Aug 2015 - Dec 2015 < 1
Unemployed Ambler, PA May 2015 - Aug 2015 < 1
Pennsylvania State University State College, PA Jan 2012 - May 2015 3
Dean Foods Lansdale, PA Jun 2014 - Dec 2014 < 1
Squires Golf Club Ambler, PA Jul 2007 - Jul 2013 6
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2016
Contact Info for Patrick H. Greenhalgh
Phone Number: 212-858-7000
Registered State(s):
  • PA
  • TX
By the Numbers
  • Total Assets Under Management
    146,593
    MILLIONS
  • Total Number of Accounts
    350,883
    ACCOUNTS
  • Average Account Value
    $417,783
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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