Patrick Norris
Investment adviser representative at Steward Partners Investment Advisory, LLC
10 yearsExperience
3 statesRegistered in
$36.7BFirm assets
10 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
- Pension consulting
Experience
10 years in the industry.
- Vpcalco, LLCMay 2025 to now
- Steward Partners Investment Advisory, LLCJun 2024 to now
- Steward Partners Investment Solutions, LLCJul 2023 to now
- Vantage Point Private Wealth LLCJul 2023 to May 2025
- Bank of America, N.AJan 2020 to Jul 2023
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedApr 2016 to Jul 2023
Exams passed
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 3 states (CA, TX, WI).
Steward Partners Investment Advisory, LLC
$36.7BAssets managed
42,763Clients
480Advisers
10 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
- 6633491
- Firm CRD
- 283004