Patrick Roth, financial advisor Reston VA

Patrick Roth

CRD Number: 2642697
Current Firm: Fiduciary Wealth Management, LLC
Compensation Model: Fee Only

Patrick Roth (CRD# 2642697) is an Investment Advisor Representative working at Fiduciary Wealth Management, LLC in Alexandria, VA and has over 20 years of experience in the finance industry. Financial speciality: Corporate Retirement Plans, 401k. Pittsburgh Pirates fan, for better or worse.

Similar Advisors
Jim David, financial advisor Reston VA
Jim David
CRD# 4092356
David Wealth Management, LLC
Similar Advisors
Basil Herzstein, financial advisor Reston VA
Basil D. Herzstein
CRD# 2247685
Equitable Advisors, LLC
Similar Advisors
 , financial advisor Reston VA

CRD# 2962660
Grove Point Advisors, LLC
Company Name Location Dates Years
Advisory Group Equity Services, Ltd. Reading, MA Aug 2011 - Current 12
Fiduciary Wealth Management Alexandria, VA Aug 2011 - Current 12
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1996
S65 NASAA Investment Advisors Law Examination May 2002
Contact Info for Patrick D. Roth
By the Numbers
  • Total Assets Under Management
    452
    MILLIONS
  • Total Number of Accounts
    414
    ACCOUNTS
  • Average Account Value
    $1,090,834
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, DC, FL, MD, NC, NY, VA

Ready to hire a financial advisor? Get competitive proposals from Patrick Roth and other advisors.
BADGES
Verified Page
Data verified by both the advisor and the public regulatory data.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.