Unclaimed Profile

Patsy Lee (hatch) Nodilo

PATHLIGHT INVESTORS, LLC·PHOENIX, Arizona

Series 7, Series 63, Series 65Clean record19 years registeredPATHLIGHT INVESTORS, LLC

3131 EAST CAMELBACK ROAD, PHOENIX, AZ 85016CRD# 1253661Firm CRD# 151479

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Patsy Lee (hatch) Nodilo · PHOENIX, AZ

Registration

CRD #1253661 · PATHLIGHT INVESTORS, LLC · 19 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: PATHLIGHT INVESTORS, LLC

EP WEALTH ADVISORS

Jul 2019 – Sep 2023

Phoenix, AZ

PATHLIGHT INVESTORS, LLC

Dec 2009 – Jul 2019

PHOENIX, AZ

UBS FINANCIAL SERVICES INC.

Sep 2006 – Dec 2009

PHOENIX, AZ

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Series 65

Registration record

First registered · September 12, 2006

Years registered · 19

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

PATHLIGHT INVESTORS, LLC

CRD 151479 · SEC 801-70599

AUM

$283M

Regulatory assets under management

Employees

797 client accounts

Services offered by PATHLIGHT INVESTORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at PATHLIGHT INVESTORS, LLC →

Introduction

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Frequently Asked Questions

What services does Patsy Lee (hatch) Nodilo offer?

Patsy Lee (hatch) Nodilo specializes in Financial Planning, Investment Management, Wealth Management.

What are Patsy Lee (hatch) Nodilo's credentials?

Patsy Lee (hatch) Nodilo is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Patsy Lee (hatch) Nodilo located?

Patsy Lee (hatch) Nodilo is based in PHOENIX, Arizona, last registered with PATHLIGHT INVESTORS, LLC.

How does Patsy Lee (hatch) Nodilo charge for services?

Patsy Lee (hatch) Nodilo's firm is compensated through percentage of aum, hourly charges, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is PATHLIGHT INVESTORS, LLC?

PATHLIGHT INVESTORS, LLC has approximately 5 employees and manages $283M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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