Patrick Hodes Greenhalgh
Investment adviser representative at Lansing Street Advisors
10 yearsExperience
1 stateRegistered in
$555MFirm assets
4 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Lansing Street AdvisorsMar 2025 to now
- RBC Capital Markets, LLCNov 2020 to Feb 2025
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedFeb 2019 to Nov 2020
- UnemployedJan 2019 to Feb 2019
- Deckpro Powerwash CompanyJun 2018 to Jan 2019
- UnemployedFeb 2018 to Jun 2018
- Bank of America, N.A.Jun 2016 to Feb 2018
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedMar 2016 to Feb 2018
Exams passed
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 1 state (PA).
Lansing Street Advisors
Legal name: Lansing Street Advisors LLC
$555MAssets managed
151Clients
6Advisers
4 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
- 6622405
- Firm CRD
- 306882