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Patrick Michael Morrissey

GREAT LAKES ADVISORS, LLC·CHICAGO, Illinois
Series 6, Series 7, Series 65Clean record23 years registeredGREAT LAKES ADVISORS, LLC
231 S. LASALLE STREET, CHICAGO, IL 60604CRD# 1257347Firm CRD# 110757

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Patrick Michael Morrissey · CHICAGO, IL
Registration
CRD #1257347 · GREAT LAKES ADVISORS, LLC · 23 years registered
Brand Profile
Not yet started
01

Career History

GREAT LAKES ADVISORS, LLC
Jan 2026 – present
GREAT LAKES ADVISORS, LLC
Jan 2009 – Dec 2025
CHICAGO, IL
JPMORGAN FLEMING ASSET MANAGEMENT
Jan 2003 – Jan 2005
COLUMBUS, OH
02

Registrations & Exams

FINRA examinations passed
Series 6
Series 7
Series 65
Registration record
First registered · January 27, 2003
Years registered · 23
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
GREAT LAKES ADVISORS, LLC
CRD 110757 · SEC 801-16937
AUM
$13.9B
Regulatory assets under management
Employees
91
3,330 client accounts
Services offered by GREAT LAKES ADVISORS, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
Institutional Investors
Pension & Retirement Plans
High Net Worth Individuals
View all advisors at GREAT LAKES ADVISORS, LLC →
Introduction

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05

Frequently Asked Questions

What services does Patrick Michael Morrissey offer?
Patrick Michael Morrissey specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in CHICAGO, Illinois for a consultation.
What are Patrick Michael Morrissey's credentials?
Patrick Michael Morrissey is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Patrick Michael Morrissey located?
Patrick Michael Morrissey is based in CHICAGO, Illinois, working with GREAT LAKES ADVISORS, LLC. Their office serves clients in the CHICAGO metropolitan area and surrounding communities.
How does Patrick Michael Morrissey charge for services?
Patrick Michael Morrissey's firm is compensated through percentage of aum, subscription fees, performance-based fees, other: fulcrum fee; asset-based fee contingent on performance. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is GREAT LAKES ADVISORS, LLC?
GREAT LAKES ADVISORS, LLC has approximately 91 employees and manages $13.9B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at GREAT LAKES ADVISORS, LLC

Jon Edward Quigley
CHICAGO, IL
Thomas Martin Paulus
CHICAGO, IL
Gary Alan Lenhoff
CHICAGO, IL
Kelly J Weller
CHICAGO, IL
Charles Wren Dillon
CHICAGO, IL
Thomas Jason Turner
CHICAGO, IL

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Nearby cities in Illinois
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Research
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