Patricia McHugh has been Member/Senior Portfolio Manager of Barnstone Advisors since September 2023, is not listed as a control person, but directly owns between 25% and 50% of the firm. Patricia McHugh holds a Master of Business Administration (MBA) from Penn State University and a Dual undergraduate degree in Finance and Business Administration from Bloomsburg University.
Barnstone Advisors LLC is a Phoenixville, PA firm with $241M under management, 90 clients and 3 advisers across 2 offices, as of its January 2026 filing.
Patricia (Trish) Markell McHugh is Senior Investment Advisor at Barnstone Advisors. She joined the firm with more than eighteen years of experience managing portfolios for high net worth clients, with a background in portfolio management, investment research and analysis. Before joining she was an investment advisor at Hotaling Investment Management and a portfolio manager at Pennsylvania Trust Company, and she began her career as a bank examiner for the Federal Reserve Bank of Philadelphia.
Patricia McHugh’s longest registration was 6 years at Spartan Capital Management, LLC (2005–2012). Before joining Barnstone Advisors in 2021, Patricia McHugh was registered through Hotaling Investment Management, LLC and Spartan Capital Management, LLC.
- Barnstone Advisors LLCCurrent– present · 5 yearsPhoenixville, PA · Adviser representative · Firm CRD 144511
- Hotaling Investment Management, LLC– · 4 yearsWayne, PA · Adviser representative · Firm CRD 164270
- Spartan Capital Management, LLC– · 6 yearsWest Chester, PA · Adviser representative · Firm CRD 130457
Professional designations
Listed by Barnstone Advisors
- CFP®
Investment adviser representative registrations
Patricia McHugh is registered as an investment adviser representative in 2 states. The first approvals date from March 2021; the most recent is Texas, in April 2025.
- PennsylvaniaSince 26 March 2021
- TexasSince 9 April 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 29 November 2016 |
| Series 66 | Uniform Combined State Law Examination | 9 July 2002 |
| Series 7 | General Securities Representative Examination | 16 October 2001 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 19 June 1997 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Patricia Markell McHugh
- CRD
- 2879543
- Firm
- Barnstone Advisors · CRD 144511
- Role
- Member/Senior Portfolio Manager
- Office
- 388 W. POTHOUSE ROAD, SUITE A, Phoenixville, PA 19460
- Registration
- Investment adviser registration
- In the industry since
- January 2010
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- barnstoneadvisors.com
Where does Patricia McHugh work?
Patricia McHugh has been Member/Senior Portfolio Manager of Barnstone Advisors LLC since September 2023.
Is Patricia McHugh a financial advisor?
Yes. Patricia McHugh has a current investment-adviser registration in Pennsylvania and Texas, through Barnstone Advisors since March 2021.
How many years of experience does Patricia McHugh have?
Patricia McHugh has 16 years in the financial industry, since January 2010, across 3 adviser firms.
What exams has Patricia McHugh passed?
Patricia McHugh has passed 4 licensing exams: the Series 6, Series 7, Series 66 and Series 65. The earliest, the Series 6, was passed in June 1997.
Where did Patricia McHugh work before Barnstone Advisors?
Before Barnstone Advisors, Patricia McHugh was registered through Hotaling Investment Management, LLC, December 2016 to March 2021; Spartan Capital Management, LLC, February 2005 to February 2012.
Where is Patricia McHugh based?
Patricia McHugh’s registered office is in Phoenixville, PA.
Is Patricia McHugh registered with FINRA?
No. Patricia McHugh has no current broker registration.
Is Patricia McHugh a CFP?
Barnstone Advisors lists Patricia McHugh with the CFP credential (“CFP®”) on its website. CFP Board confirms certification status.
Source: Patricia (Trish) Markell McHugh biography, barnstoneadvisors.com
How can I verify Patricia McHugh’s record?
Search CRD 2879543 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Patricia McHugh’s full registration record.
