Patrick Neal Strader
Professional Summary
Patrick Neal Strader is a registered financial advisor currently at DAYMARK WEALTH PARTNERS, LLC located in Stuart, Florida. Patrick is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Patrick has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
Similar Advisors
TRUIST ADVISORY SERVICES, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
VICTRIX INVESTMENT ADVISORS
Videos & Posts
This advisor has not added any videos or posts yet.
Similar Advisors
TRUIST ADVISORY SERVICES, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
VICTRIX INVESTMENT ADVISORS
Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
Similar Advisors
TRUIST ADVISORY SERVICES, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
VICTRIX INVESTMENT ADVISORS
Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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.
Similar Advisors
TRUIST ADVISORY SERVICES, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
VICTRIX INVESTMENT ADVISORS
Years of Experience
19 years in the financial services industry
Current & Past Employments
Similar Advisors
TRUIST ADVISORY SERVICES, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
VICTRIX INVESTMENT ADVISORS
Current Firm
COMPASS GROUP OF DAYMARK WEALTH PARTNERS | HOFSTETTER BARON GROUP OF DAYMARK WEALTH PARTNERS | DAYMARK WEALTH PARTNERS, LLC
Contact Information
Main Address
9675 Montgomery Road Ste 201, Cincinnati, OH 45242Phone Number
(513) 838-2520# of Employees
40SEC notice filing (28 States and Territories)
Registered to provide investment advisory services in 28 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
7,405AUM (Assets Under Management)
$5,042,043,338Similar Advisors
TRUIST ADVISORY SERVICES, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
VICTRIX INVESTMENT ADVISORS
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.
Similar Advisors
TRUIST ADVISORY SERVICES, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
VICTRIX INVESTMENT ADVISORS
Primary Firm SEC Registration
COMPASS GROUP OF DAYMARK WEALTH PARTNERS | HOFSTETTER BARON GROUP OF DAYMARK WEALTH PARTNERS | DAYMARK WEALTH PARTNERS, LLC
State Registrations and Notice Filings
(6/25/2025)
(6/1/2026)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Similar Advisors
TRUIST ADVISORY SERVICES, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
VICTRIX INVESTMENT ADVISORS
CRS (Client Relationship Summary) - RIA
Click below to view Patrick Neal Strader's CRS (Customer Relationship Summary).
Similar Advisors
TRUIST ADVISORY SERVICES, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
VICTRIX INVESTMENT ADVISORS
