Patrick Stiefel
Professional Summary
Patrick Stiefel was a registered financial advisor. Patrick was a previously registered financial professional and started their career in finance 2009 - 2025. Patrick had worked at 4 firms and has passed the Series 65, Series 63, Series 7TO, Series 57TO, Series 79TO, SIE, Series 55, Series 17, Series 27, Series 4 and Series 24 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.
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Videos & Posts
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Contact Information
No current employment
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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.
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Years of Experience
17 years in the financial services industry
Current & Past Employments
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Current Firm
REALTYX, LLC
Contact Information
Main Address
62 Post Road West, Westport, CT 06880Mailing Address
62 Post Road West, Westport, CT 06880Phone Number
(203) 635-6850Established
Delaware since 04/09/2021Firm Type
Limited Liability CompanyFiscal Year End
DecemberFirm Size
SmallFINRA licenses (4 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Documents
Direct owners and executive officers
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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.
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State Registrations and Notice Filings
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 79TO — Investment Banking Registered Representative Examination
Passed May 2022About the Series 79TO examSeries 55 — Limited Representative-Equity Trader Exam
Passed Jan 2010Series 17 — Limited Registered Representative Examination
Passed Nov 2009Similar Advisors
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CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.Similar Advisors
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