Patrick Thomas York
Investment adviser representative at Premier Path Wealth Partners, LLC
15 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$1.2BFirm assets
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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
- Pension consulting
Experience
15 years in the industry.
- Premier Path Wealth Partners, LLCApr 2023 to now
- Bank of America, N.A.Jan 2012 to Apr 2023
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedSep 2011 to Apr 2023
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2010
State registrations
Registered as an investment adviser representative in 2 states (NJ, TX).
Premier Path Wealth Partners, LLC
$1.2BAssets managed
463Clients
7Advisers
3 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
- 4545350
- Firm CRD
- 325300