Patrick L. Weeks
Professional summary
Patrick Lawrence Weeks, who also goes by Patrick L Weeks, is a registered financial advisor currently at EPIC WEALTH MANAGEMENT LLC located in Red Bank, New Jersey.
Patrick is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Patrick has worked at 3 firms and has passed the Series 66, Series 99TO, SIE, Series 7 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Patrick Lawrence Weeks's CRS (Customer Relationship Summary).
Certified licenses
Experience
October 27, 2020 - Present
EPIC WEALTH MANAGEMENT LLC
Office #1: 2 Bridge Avenue Suite 633b, Red Bank, NJ 07701January 31, 2022 - August 4, 2022
CHELSEA FINANCIAL SERVICES
September 21, 2018 - February 14, 2020
CHELSEA FINANCIAL SERVICES
June 15, 2011 - January 10, 2017
GILDER GAGNON HOWE & CO. LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(10/27/2020)
(7/11/2022)
(9/15/2022)
Exams
Series 99TO
Date: 1/2/2023
Operations Professional ExaminationCurrent Firm
EPIC WEALTH MANAGEMENT LLC
CRD#: 305682 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 97 |
| AUM (Assets Under Management) | $ 13,679,292 |
Red Flags
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