Unclaimed Profile

Patrick John Mcdaniel

HILL INVESTMENT GROUP PARTNERS, LLC·ST. LOUIS, Missouri

SIE, Series 7, Series 7TO, Series 24, Series 63, Series 65Clean record8 years registeredHILL INVESTMENT GROUP PARTNERS, LLC

7701 FORSYTH BOULEVARD, ST. LOUIS, MO 63105CRD# 4393163Firm CRD# 312052

Profile Verification

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

Identity

Patrick John Mcdaniel · ST. LOUIS, MO

Registration

CRD #4393163 · HILL INVESTMENT GROUP PARTNERS, LLC · 8 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: HILL INVESTMENT GROUP PARTNERS, LLC

HILL INVESTMENT GROUP

Mar 2021 – Aug 2023

St. Louis, MO

HILL INVESTMENT GROUP

Jul 2018 – Mar 2021

ST. LOUIS, MO

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 7TO

Series 24

Series 63

Series 65

Registration record

First registered · July 3, 2018

Years registered · 8

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

HILL INVESTMENT GROUP PARTNERS, LLC

CRD 312052 · SEC 801-120176

AUM

$971M

Regulatory assets under management

Employees

1,475 client accounts

Services offered by HILL INVESTMENT GROUP PARTNERS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Portfolio management (pooled investments)

Selection of other advisers

Publication of periodicals/newsletters

Other

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

High Net Worth Individuals

View all advisors at HILL INVESTMENT GROUP PARTNERS, LLC →

Introduction

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Frequently Asked Questions

What services does Patrick John Mcdaniel offer?

Patrick John Mcdaniel specializes in Financial Planning, Investment Management, Wealth Management.

What are Patrick John Mcdaniel's credentials?

Patrick John Mcdaniel is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Patrick John Mcdaniel located?

Patrick John Mcdaniel is based in ST. LOUIS, Missouri, last registered with HILL INVESTMENT GROUP PARTNERS, LLC.

How does Patrick John Mcdaniel charge for services?

Patrick John Mcdaniel's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is HILL INVESTMENT GROUP PARTNERS, LLC?

HILL INVESTMENT GROUP PARTNERS, LLC has approximately 14 employees and manages $971M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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