Patrick James Gates
Investment adviser representative at Touchstone Advisors Inc
14 yearsExperience
1 stateRegistered in
$31.1BFirm assets
32 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
14 years in the industry.
- Touchstone Advisors IncFeb 2024 to now
- Touchstone SecuritiesJun 2023 to now
- UnemployedDec 2022 to Jun 2023
- Honey Baked HamDec 2022 to Dec 2022
- 9258 Wealth ManagementJun 2022 to Aug 2022
- Standard BariatricsJun 2021 to Sep 2021
- Full Time EducationAug 2019 to Dec 2022
- In-returnMay 2019 to Aug 2019
- Miami MarketsMar 2017 to Jun 2019
- UnemployedMay 2012 to Mar 2017
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (OH).
Touchstone Advisors Inc
$31.1BAssets managed
40Clients
78Advisers
32 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
- 7786045
- Firm CRD
- 107028