Patrick Scott Incerto
Investment adviser representative at Icon Wealth Partners
13 yearsExperience
1 stateRegistered in
$2.6BFirm assets
4 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 assetsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
13 years in the industry.
- Icon Wealth Partners, LLCSep 2024 to now
- Self-employmentMar 2023 to Aug 2024
- Mountain Capital PartnersApr 2019 to Feb 2023
- Self-employmentDec 2016 to Apr 2019
- Vinson & Elkins LLPOct 2013 to Dec 2016
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (TX).
Icon Wealth Partners
Legal name: Icon Wealth Advisors, LLC
$2.6BAssets managed
629Clients
18Advisers
4 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
- 8074125
- Firm CRD
- 319609