Patrick Scanlon
Investment adviser representative at Vest Financial LLC
12 yearsExperience
1 stateRegistered in
$51.8BFirm assets
13 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
12 years in the industry.
- Vest Securities, LLCJan 2025 to now
- Vest Financial, LLCDec 2024 to now
- UnemployedJan 2024 to Dec 2024
- Putnam Inv./putnam Retail ManagementJan 2020 to Jan 2024
- John Hancock Distributors LLCFeb 2019 to Jan 2020
- John HancockApr 2014 to Jan 2020
- John Hancock Funds LLCApr 2014 to Jan 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2008
- Series 66 · Uniform Combined State Law2010
State registrations
Registered as an investment adviser representative in 1 state (MA).
Vest Financial LLC
$51.8BAssets managed
180Clients
14Advisers
13 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5455697
- Firm CRD
- 165976