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Patricia Markell Mchugh

BARNSTONE ADVISORS LLC·PHOENIXVILLE, Pennsylvania
Series 6, Series 7, Series 65, Series 66Clean record21 years registeredBARNSTONE ADVISORS LLC
388 W. POTHOUSE ROAD, PHOENIXVILLE, PA 19460CRD# 2879543Firm CRD# 144511

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Patricia Markell Mchugh · PHOENIXVILLE, PA
Registration
CRD #2879543 · BARNSTONE ADVISORS LLC · 21 years registered
Brand Profile
Not yet started
01

Career History

BARNSTONE ADVISORS LLC
Mar 2021 – present
HOTALING INVESTMENT MANAGEMENT, LLC
Dec 2016 – Mar 2021
WAYNE, PA
SPARTAN CAPITAL MANAGEMENT, LLC
Feb 2005 – Feb 2012
WEST CHESTER, PA
02

Registrations & Exams

FINRA examinations passed
Series 6
Series 7
Series 65
Series 66
Registration record
First registered · February 28, 2005
Years registered · 21
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
BARNSTONE ADVISORS LLC
CRD 144511 · SEC 801-112449
AUM
$178M
Regulatory assets under management
Employees
3
181 client accounts
Services offered by BARNSTONE ADVISORS LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at BARNSTONE ADVISORS LLC →
Introduction

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05

Frequently Asked Questions

What services does Patricia Markell Mchugh offer?
Patricia Markell Mchugh specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in PHOENIXVILLE, Pennsylvania for a consultation.
What are Patricia Markell Mchugh's credentials?
Patricia Markell Mchugh is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Patricia Markell Mchugh located?
Patricia Markell Mchugh is based in PHOENIXVILLE, Pennsylvania, working with BARNSTONE ADVISORS LLC. Their office serves clients in the PHOENIXVILLE metropolitan area and surrounding communities.
How does Patricia Markell Mchugh charge for services?
Patricia Markell Mchugh's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BARNSTONE ADVISORS LLC?
BARNSTONE ADVISORS LLC has approximately 3 employees and manages $178M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at BARNSTONE ADVISORS LLC

Eric George Erickson
PHOENIXVILLE, PA
James Brinton Detwiler
PHOENIXVILLE, PA

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