Patrick South, financial advisor Wayne PA
93 score

Patrick South

CRD Number: 4585431
Current Firm: Srs Capital Advisors, Inc.

Patrick South (CRD# 4585431) is an Investment Advisor Representative working at Srs Capital Advisors, Inc. in Wayne, PA and has over 14 years of experience in the finance industry.

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Company Name Location Dates Years
Srs Capital Advisors, Inc. Denver, CO Jan 2012 - Current 4
N/a Wayne, PA Sep 2011 - Dec 2011 < 1
Hirtle, Callaghan & Company, Inc. West Conshohockent, PA Mar 2004 - Aug 2011 7
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2002
Contact Info for Patrick C. South
Phone Number: 303-633-5900
Registered State(s):
  • AZ
  • CA
  • CO
  • MA
  • NE
  • TX
  • WA
  • PA
By the Numbers
  • Total Assets Under Management
    399
    MILLIONS
  • Total Number of Accounts
    1,298
    ACCOUNTS
  • Average Account Value
    $307,714
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Other
Types of Clients
Registered States

AZ, CA, CO, MA, NE, NY, PA, TX, WA

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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