Patrick K. Burdick
Professional summary
Patrick Kenneth Burdick, who also goes by Patrick Burdick, is a registered financial advisor currently at CAPITAL ADVISORS, INC. located in Houston, Texas.
Patrick is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Patrick has worked at 6 firms and has passed the Series 65, Series 63, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Patrick Kenneth Burdick's CRS (Customer Relationship Summary).
Certified licenses
Experience
January 2, 2019 - Present
CAPITAL ADVISORS, INC.
Office #1: 800 Gessner Road Suite 975, Houston, TX 77024February 17, 2016 - December 20, 2018
BELPOINTE ASSET MANAGEMENT LLC
November 1, 2011 - December 19, 2018
SIGNALWISE LLC
March 12, 2003 - September 13, 2010
CHARLES SCHWAB & CO., INC.
March 12, 2003 - September 13, 2010
CHARLES SCHWAB & CO., INC.
February 12, 1998 - March 4, 2003
EQUITABLE ADVISORS, LLC
February 10, 1998 - January 5, 2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES
February 10, 1998 - March 4, 2003
EQUITABLE ADVISORS, LLC
Primary Firm SEC Registration
CAPITAL ADVISORS, INC.
CRD#: 104643 / SEC#: 801-14050
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(11/8/2022)
(1/2/2019)
Exams
Current Firm
CAPITAL ADVISORS, INC.
CRD#: 104643 / SEC#: 801-14050
Contact information
SEC notice filing (51 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 7,297 |
| AUM (Assets Under Management) | $ 6,146,880,645 |
Red Flags
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