Role at Great Lakes Advisors
- Title on Schedule A
- Chief Investment Officer - Fixed Income
- Control
- Patrick Morrissey is a control person of Great Lakes Advisors.
- Ownership
- An individual ownership band is not available in the source record.
- Tenure
- Patrick Morrissey has held the filed role since May 2024.
The firm
Form ADV filed 8 September 2026
Career on record
Patrick Morrissey has been registered through Great Lakes Advisors since January 2026, and before that through Jpmorgan Fleming Asset Management.
- Great Lakes Advisors, LLCCurrent– present · 1 yearChicago, IL · Adviser representative · Firm CRD 110757
- Jpmorgan Fleming Asset Management– · 2 yearsColumbus, OH · Adviser representative · Firm CRD 107247
- Passed Series 65 · 1993
- Passed Series 7 · 1985
- Passed Series 6 · 1984
Registrations and exams
Patrick Morrissey has a current investment-adviser registration in Illinois and Texas and has passed 3 qualifying exams.
| State | Scope | Status | Since |
|---|---|---|---|
| Illinois | Investment adviser representative | Approved | 9 January 2026 |
| Texas | Investment adviser representative | Approved, resident | 3 February 2026 |
- Scope
- Investment adviser representative
- Status
- Approved
- Scope
- Investment adviser representative
- Status
- Approved, resident
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 19 April 1993 |
| Series 7 | General Securities Representative Examination | 19 October 1985 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 17 April 1984 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- General Securities Representative Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
Individual record
- Full name
- Patrick Michael Morrissey
- CRD
- 1257347
- Registration status
- Investment adviser registration
- Office
- 231 S. LASALLE STREET, 4TH FLOOR, Chicago, IL 60604
- Firm bio
- greatlakesadvisors.com
This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. Check this record on adviserinfo.sec.gov
Background
Listed as chief investment officer for fixed income on Great Lakes Advisors’ leadership page. Great Lakes Advisors official leadership page
Common questions
Where does Patrick Morrissey work?
Patrick Morrissey has been Chief Investment Officer - Fixed Income of Great Lakes Advisors, LLC since May 2024, and is a control person of the firm.
Is Patrick Morrissey a financial advisor?
Yes. Patrick Morrissey has a current investment-adviser registration in Illinois and Texas, through Great Lakes Advisors since January 2026, as of 17 October 2026.
How many years of experience does Patrick Morrissey have?
Patrick Morrissey has worked in the financial industry for 19 years as of 17 October 2026, counted from 30 January 2007, across 2 adviser firms.
What exams has Patrick Morrissey passed?
Patrick Morrissey has passed 3 licensing exams: the Series 6, Series 7 and Series 65. The earliest, the Series 6, was passed in April 1984.
Where did Patrick Morrissey work before Great Lakes Advisors?
Before Great Lakes Advisors, Patrick Morrissey was registered through Jpmorgan Fleming Asset Management, January 2003 to January 2005.
Where is Patrick Morrissey based?
Patrick Morrissey’s registered office is in Chicago, IL.
Leadership at Great Lakes Advisors
- Thomas KileyManager & Chief Executive Officer
- Celeste RawlinsChief Financial Officer
- Elliott SilverChief Compliance Officer
- Paul CarlisleManager
- Margaret CosgroveManager
- Bert GetzManager
- Marla GlabeManager
- Michael KamradtManager
- Suzet McKinneyManager
- Russell NewmanManaging Director - Operations
- Jon QuigleyChief Investment Officer - Disciplined Equity
- Celena SarilloManager
- Ingrid StaffordsManager
- Thomas TurnerChief Investment Strategist
- Thomas ZidarManager Chairman