Patrick Fleming
Investment adviser representative at Hightower Advisors, LLC
8 yearsExperience
1 stateRegistered in
$198.6BFirm assets
18 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 assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
8 years in the industry.
- Hightower Advisors, LLCJul 2023 to now
- UnemployedMay 2023 to Jul 2023
- University of New HampshireJan 2020 to May 2023
- Providence CollegeAug 2019 to Jan 2020
- Dover High SchoolApr 2015 to Aug 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (NH).
Hightower Advisors, LLC
$198.6BAssets managed
64,035Clients
1,036Advisers
18 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
- 7789198
- Firm CRD
- 145323