Patrick
Clark

Hunter Associates LLC

CRD#5314331
Investment Advisor
in Pittsburgh, PA

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About this Advisor

Patrick Clark is a financial advisor based in Pittsburgh, Pennsylvania, working with Hunter Associates LLC. Patrick has previously held positions at Federated Investors, Inc, Federated Investment Counseling, Mdt Advisers, A Division Of Federated Mdta LLC, Federated Global Investment Management Corp, Pnc Capital Markets, LLC, Pnc Bank, Pnc Capital Advisors, LLC, Hunter Associates LLC, Mid Atlantic Financial Management, Inc, and Mid Atlantic Capital Corporation. Patrick has passed the Series 66 regulatory exam and is registered to provide services in Pennsylvania. Currently, Patrick is part of Hunter Associates LLC, which operates out of Pittsburgh, Pennsylvania. The firm has 1 office and 13 employees. The firm manages assets totaling $1.0 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisers, and other services. The fee structure at Hunter Associates LLC includes asset-based and fixed fees.

Certifications and Registrations

Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

436 Seventh Avenue Koppers Building, 27Th Floor
Pittsburgh, PA 15219-1818

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Hunter Associates LLC Brokerage Details

Total Assets Under Management

$1,012,542,712

PA Average: $15,833,994,310
Total Number of Employees

13

PA Average: 41
Total Number of Accounts

1,911

PA Average: 3,342
Average Account Size

$529,850

PA Average: $4,737,880

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Other

Patrick Clark Work History

2021 - Present (3 years)

Hunter Associates LLC

2020 - 2021 (1 year)

Pnc Capital Markets, LLC

2020 - 2021 (1 year)

Pnc Capital Advisors, LLC

2019 - 2021 (2 years)

Pnc Bank

2017 - 2019 (2 years)

Mid Atlantic Financial Management, Inc

2017 - 2019 (2 years)

Mid Atlantic Capital Corporation

2011 - 2017 (6 years)

Mdt Advisers, A Division Of Federated Mdta LLC

2011 - 2017 (6 years)

Federated Global Investment Management Corp

2007 - 2017 (10 years)

Federated Investors, Inc

2007 - 2017 (10 years)

Federated Investment Counseling

Disclosures

Please visit the SEC profile of Patrick Clark to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Hunter Associates LLC

Robert Daniel
Pittsburgh, PA
Nathan Garofalo
Salem, OH
Douglas Finley
Pittsburgh, PA
John Mcculloch
Pittsburgh, PA
Daniel Scarpitti
Salem, OH
Robert Mcculloch
Pittsburgh, PA
Jodi Powers
Pittsburgh, PA
John Scarpitti
Pittsburgh, PA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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