Patrick Scanlon
Investment Adviser Representative at VEST Financial LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Patrick Scanlon is an investment adviser representative with VEST Financial LLC in Wenham, MA, where they have been registered since 2025. They have worked in the securities industry since 2009 and have been registered with 4 firms, including Putnam Investment Management, LLC and JOHN Hancock Investment Management, LLC. They have passed 5 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Massachusetts.
Registrations & licenses
- Investment adviser:
- Massachusetts
- Broker:
2 states and territories
Massachusetts, Virginia
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- JOHN Hancock Funds LLCApr 2014 – Jan 2020Boston, MA
- JOHN Hancock Funds LLCApr 2014 – Jan 2020Boston, MA
- JOHN HancockApr 2014 – Jan 2020Boston, MA
- JOHN Hancock Distributors LLCFeb 2019 – Jan 2020Boston, MA
- Putnam Inv./Putnam Retail ManagementJan 2020 – Jan 2024Boston, MA
- VEST Securities, LLCJan 2025 – no end date reportedMclean, VA
- VEST Financial, LLCDec 2024 – no end date reportedMclean, VA
- UnemployedJan 2024 – Dec 2024Wenham, MA
Official records & sources
Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About VEST Financial LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Unknown
Client types the firm serves
Unknown
Firm assets under management
Unknown
- Firm disclosures (Form ADV)
- Unknown
Source: firm Form ADV filing
Similar advisors in Wenham, MA
Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Patrick Scanlon has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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