Patrick T. York

PREMIER PATH WEALTH PARTNERS | Senior Financial Advisor

Madison, NJ 07940

Some features on this profile are disabled

CRD#: 4545350

Professional summary

Patrick Thomas York, CFP®, who also goes by Patrick York, is a registered financial advisor currently at PREMIER PATH WEALTH PARTNERS, LLC located in Madison, New Jersey.

Patrick is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Patrick has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Patrick York

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Patrick Thomas York's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Experience

Current

April 28, 2023 - Present

PREMIER PATH WEALTH PARTNERS, LLC

Office #1: 7 Giralda Farms Suite 190, Madison, NJ 07940

RIA

CRD#: 325300

Madison, NJ

Past

September 15, 2011 - May 1, 2023

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

FLORHAM PARK, NJ

Past

September 15, 2011 - May 1, 2023

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

FLORHAM PARK, NJ

Past

November 6, 2010 - September 7, 2011

MORGAN STANLEY

RIA

CRD#: 149777

MORRISTOWN, NJ

Past

August 25, 2010 - September 7, 2011

MORGAN STANLEY

CRD#: 149777

MORRISTOWN, NJ

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

PREMIER PATH WEALTH PARTNERS, LLC

CRD#: 325300 / SEC#: 801-127703

RIA

Registered Investment Advisory firm - (4/21/2023 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

New Jersey
(5/5/2023)

IAR

Texas
(4/28/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 11/5/2010

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/23/2010

General Securities Representative Examination

Current Firm

PREMIER PATH WEALTH PARTNERS, LLC

CRD#: 325300 / SEC#: 801-127703

RIA

Registered Investment Advisory firm - (4/21/2023 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

7 Giralda Farms Suite 190, Madison, NJ 07940

Mailing Address

Phone number

(973) 671-6530

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (14 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

PREMIER PATH WEALTH ADV PART 2 (3/28/2025)

Regulatory assets under management

Total Number of Accounts	1,006
AUM (Assets Under Management)	$ 1,104,979,833

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

(xxx) xxx-xxxx

xxxxx@xxxx.xxx

Similar Advisors

Sungmin Ryan Park

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

IAR

Florham Park, NJ

Shivam Mittal

AMERIPRISE FINANCIAL SERVICES, LLC

IAR

Summit, NJ

Theresa Henry

PFS INVESTMENTS INC.

East Rutherford, NJ

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Patrick T. York

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Patrick Thomas York's CRS (Customer Relationship Summary).

Certified licenses

Experience

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MORGAN STANLEY

MORGAN STANLEY

Primary Firm SEC Registration

PREMIER PATH WEALTH PARTNERS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 11/5/2010

SIE

Date: 10/1/2018

Series 7

Date: 8/23/2010

Current Firm

PREMIER PATH WEALTH PARTNERS, LLC

Contact information

SEC notice filing (14 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

PREMIER PATH WEALTH PARTNERS, LLC

TRUST BUT VERIFY

Contact information

Similar Advisors