Patrick McIlrath has been an investment adviser representative at Alliance Advisory & Securities since September 2006, and is not listed among the firm’s executive officers or direct owners.
Alliance Advisory & Securities, LLC is a Westlake Village, CA firm with $687M under management, 675 clients and 14 advisers across 5 offices, as of its September 2026 filing.
Patrick McIlrath’s longest registration is the current one, 20 years at Alliance Advisory & Securities since 2006. Before joining Alliance Advisory & Securities in 2006, Patrick McIlrath was registered through Lincoln Financial Advisors Corporation.
- – present · 20 yearsWestlake Village, CA · Adviser representative · Firm CRD 18835
- Lincoln Financial Advisors Corporation– · 7 yearsWestlake Village, CA · Adviser representative · Firm CRD 3978
Investment adviser representative registrations
Patrick McIlrath is registered as an investment adviser representative in 3 states. The first approvals date from October 2008; the most recent is Nevada, in April 2024.
- CaliforniaSince 31 October 2008
- NevadaSince 26 April 2024
- WashingtonSince 17 December 2020
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 7TO | General Securities Representative Examination | 28 March 2024 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 7 | General Securities Representative Examination | 23 May 2000 |
| Series 2 | Non-Member General Securities Examination | 15 March 1996 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 23 July 1993 |
| Series 63 | Uniform Securities Agent State Law Examination | 20 July 1993 |
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Representative Examination
- Name
- Non-Member General Securities Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Full name
- Patrick Kelly McIlrath
- CRD
- 2359351
- Firm
- Alliance Advisory & Securities · CRD 18835
- Office
- 31248 E. OAK CREST DRIVE STE 100, Westlake Village, CA 91361
- Registration
- Investment adviser registration
- In the industry since
- July 1993
- Disciplinary history
- Not yet shown here · SEC record
Where does Patrick McIlrath work?
Patrick McIlrath is an investment adviser representative registered through Alliance Advisory & Securities, LLC since September 2006, and is not listed among the firm’s executive officers or direct owners.
Is Patrick McIlrath a financial advisor?
Yes. Patrick McIlrath has a current investment-adviser registration in California, Nevada and Washington, through Alliance Advisory & Securities since September 2006.
How many years of experience does Patrick McIlrath have?
Patrick McIlrath has 33 years in the financial industry, since July 1993, across 2 adviser firms.
What exams has Patrick McIlrath passed?
Patrick McIlrath has passed 5 licensing exams: the Series 63, Series 6, Series 2, Series 7 and Series 7TO. The earliest, the Series 63, was passed in July 1993. FINRA credited Patrick McIlrath with the SIE, which began in October 2018.
Where did Patrick McIlrath work before Alliance Advisory & Securities?
Before Alliance Advisory & Securities, Patrick McIlrath was registered through Lincoln Financial Advisors Corporation, December 1997 to May 2005.
Where is Patrick McIlrath based?
Patrick McIlrath’s registered office is in Westlake Village, CA.
Is Patrick McIlrath registered with FINRA?
No. Patrick McIlrath has no current broker registration.
How can I verify Patrick McIlrath’s record?
Search CRD 2359351 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Patrick McIlrath’s full registration record.
