Stephen Rosman Patterson
Investment adviser representative at Avior Wealth Management, LLC
11 yearsExperience
3 statesRegistered in
$6.5BFirm assets
17 yearsFirm in business
Are you Stephen Rosman Patterson? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed 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
11 years in the industry.
- Avior Wealth Management, LLCSep 2021 to now
- Nelson Van Denburg & Campbell Wealth Management Group, LLCDec 2015 to Sep 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law2005
- Series 65 · Uniform Investment Adviser Law2008
State registrations
Registered as an investment adviser representative in 3 states (IA, NE, TX).
Avior Wealth Management, LLC
$6.5BAssets managed
4,894Clients
68Advisers
17 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
- 5014422
- Firm CRD
- 148674