Patrick Joseph Bosworth
Investment adviser representative at Sowell Management
11 yearsExperience
1 stateRegistered in
$4.8BFirm assets
21 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Sowell ManagementNov 2025 to now
- Eagle Eye AdvisorsAug 2020 to now
- UnemployedMay 2020 to Jul 2020
- XP Securities LLCJul 2018 to Apr 2020
- Allied Wealth PartnersSep 2016 to Mar 2017
- Minnesota Life Insurance CoSep 2016 to Mar 2017
- Securian Financial Services IncSep 2016 to Mar 2017
- Giffen Solutions Inc dba MedxcomJun 2015 to Jun 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (NJ).
Sowell Management
Legal name: Sowell Financial Services, LLC
$4.8BAssets managed
6,624Clients
102Advisers
21 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2935369
- Firm CRD
- 127145