AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why Advisor Check

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
OF

Owen B. Fitzpatrick

ARISTOTLE ATLANTIC PARTNERS
SARASOTA, FL 34236
Some features on this profile are disabled
CRD#: 5559595
OF

Professional summary

Owen Bernard Fitzpatrick, who also goes by Owen B Fitzpatrick Mr., Owen B Fitzpatrick, is a registered financial advisor currently at ARISTOTLE ATLANTIC PARTNERS, LLC located in Sarasota, Florida.

Owen is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Owen has worked at 2 firms and has passed the Series 66 and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Owen B Fitzpatrick Mr. | Owen B Fitzpatrick

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 Owen Bernard Fitzpatrick'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®
None

Experience

Current

November 25, 2022 - Present

ARISTOTLE ATLANTIC PARTNERS, LLC

Office #1: 50 Central Avenue Suite 750, Sarasota, FL 34236
RIA
CRD#: 285721
SARASOTA, FL
Past

September 3, 2021 - September 29, 2022

ARISTOTLE ATLANTIC PARTNERS, LLC

RIA
CRD#: 285721
NEW YORK, NY
Past

December 17, 2008 - April 9, 2009

DEUTSCHE BANK SECURITIES INC.

BD
CRD#: 2525
NEW YORK, NY

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".
AA
ARISTOTLE ATLANTIC PARTNERS, LLC
ARISTOTLE | ARISTOTLE ATLANTIC PARTNERS, LLC

CRD#: 285721 / SEC#: 801-108579

RIA
Registered Investment Advisory firm - (10/26/2016 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
Florida
(11/25/2022)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 1/22/2009
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7
Date: 12/16/2008
General Securities Representative Examination

Current Firm

AA
ARISTOTLE ATLANTIC PARTNERS, LLC
ARISTOTLE | ARISTOTLE ATLANTIC PARTNERS, LLC

CRD#: 285721 / SEC#: 801-108579

RIA
Registered Investment Advisory firm - (10/26/2016 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
50 Central Avenue Suite 750, Sarasota, FL 34236
Mailing Address
Phone number
(212) 652-4150
Established
Firm type
Fiscal year end
# of Employees
7

SEC notice filing (18 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

AAP FORM ADV PART 2A 6/26/2025 (6/26/2025)

Regulatory assets under management

Total Number of Accounts348
AUM (Assets Under Management)$ 3,224,096,478

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.

Company Information

ARISTOTLE ATLANTIC PARTNERS, LLC

CRD#: 285721Sarasota, FL 34236

TRUST BUT VERIFY

Monitor Owen Fitzpatrick

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

Lea Smith Johnson
Lea Smith JohnsonAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Bradenton, FL
Adam J Ausloos
Adam AusloosAdvisorCheck Check Mark
ADVICEWORKS WEALTH ADVISORS
IAR
SARASOTA, FL
John Edward Darby
John DarbyAdvisorCheck Check Mark
GRAHAM CAPITAL WEALTH MANAGEMENT, LLC
IAR
SARASOTA, FL
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics