Patrick Greenhalgh
Lansing Street Advisors · Ambler, Pennsylvania
Patrick Greenhalgh is a fee-only financial advisor at Lansing Street Advisors in Ambler, Pennsylvania. Patrick focuses on family wealth transfer and estate & legacy planning. Lansing Street Advisors reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Who they serve
- Multi-generational families
Facts
| Firm | Lansing Street Advisors |
|---|---|
| Based in | Ambler, Pennsylvania |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $555.0M across 561 accounts |
| SEC registration | Investment adviser representative in PA · CRD 6622405 |
| Exams passed | Series 66 (2016) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.lansingadv.com |
How Patrick's firm compares
- Lansing Street Advisors's average account is about $989,000, from its Form ADV (assets managed divided by 561 accounts).
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Questions about Patrick
Is Patrick Greenhalgh a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Patrick holds no broker registration, and Lansing Street Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Patrick charge for financial advice?
Patrick's firm, Lansing Street Advisors, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Patrick Greenhalgh based?
Patrick Greenhalgh is based in Ambler, Pennsylvania.
What does Patrick specialize in?
Patrick's specialties include family wealth transfer and estate & legacy planning. Patrick works with multi-generational families.
Is Patrick Greenhalgh registered with the SEC?
Yes. Patrick Greenhalgh is registered as an investment adviser representative in PA (CRD 6622405), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Lansing Street Advisors manage?
Lansing Street Advisors reports $555.0M across 561 accounts in assets under management.
How do I contact Patrick Greenhalgh?
Through Patrick's website, www.lansingadv.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Lansing Street Advisors website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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