Elias Stephen Patrick
Investment adviser representative at Drive Wealth Advisers
9 yearsExperience
1 stateRegistered in
$1.5BFirm assets
8 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 feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
9 years in the industry.
- Drive Wealth AdvisersDec 2025 to now
- Finalis Securities LLCJul 2025 to now
- Zero Point Capital LLCJul 2025 to now
- Crewe CapitalFeb 2025 to Jul 2025
- Cognitive G Capital Group, LLCJul 2024 to Jan 2025
- Dupont De Nemours, Inc.Jun 2023 to Aug 2023
- University of Virginia, Darden School of BusinessAug 2022 to May 2024
- BreakApr 2022 to Aug 2022
- Pricewaterhousecoopers LLPOct 2018 to Apr 2022
- Kpmg LLPSep 2016 to Sep 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2024
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (VA).
Drive Wealth Advisers
Legal name: Drive Wealth Management, LLC
$1.5BAssets managed
1,112Clients
17Advisers
8 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
- 7976563
- Firm CRD
- 174728