Patrick Cox
Professional Summary
Patrick Cox, who also goes by Patrick T Cox, was a registered financial advisor. Patrick was a previously registered financial professional and started their career in finance 2014 - 2025. Patrick had worked at 3 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
Patrick T Cox
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Videos & Posts
This advisor has not added any videos or posts yet.
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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.
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.
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Years of Experience
12 years in the financial services industry
Current & Past Employments
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Current Firm
ABARIS FINANCIAL GROUP | NORTHSHORE WEALTH ADVISORS | NORTH EDGE WEALTH | NORMANDY FINANCIAL SERVICES, LLC | NIMMO WEALTH PARTNERS LLC | NEXGEN WEALTH | NEWEDGE ADVISORS, LLC | NEWEDGE ADVISORS - SOUTH ATLANTIC PARTNERS | NEWEDGE ADVISORS | NEW ENGLAND RETIREMENT STRATEGIES | NESSO WEALTH | MURRY WEALTH MANAGEMENT | MURPHY WEALTH MANAGEMENT | MORAN PRIVATE WEALTH GROUP | MODUS WEALTH MANAGEMENT | MITCHELL FINANCIAL MANAGEMENT | MISSION TRAILS FINANCIAL | MIDWEST WEALTH MANAGEMENT | MIDDLEBROOK WEALTH | MID ATLANTIC FINANCIAL MANAGEMENT, INC. | MCNEELY WEALTH MANAGEMENT | MCMULLEN WEALTH & RETIREMENT MANAGEMENT | MCKINLEY & CO. | MARATHON FINANCIAL GROUP | MAIDEN COVE CAPITAL | MAHER WEALTH MANAGEMENT, LLC | LMK WEALTH MANGEMENT | LINK FINANCIAL LLC | LIBERTAS FINANCIAL PARTNERS | LEGACY WEALTH ADVISORS | LEGACY PARTNERS | LEGACY EDGE | LDI ADVISERS | LAKEFRONT WEALTH ADVISORY | LAKE POINT ADVISORS | LAGNIAPPE WEALTH MANAGEMENT | KUMPH CAPITAL | KRUEGER, FOSDYCK, BROWN, MCCALL & ASSOC (KFBMA LLC) | KIVI FINANCIAL GROUP | JL STRATEGIC WEALTH | JACOBS WEALTH MANAGEMENT | JACOBS COOLIDGE & CO | J. TAYLOR PRIVATE WEALTH | INVESTMENT SERVICES LLC | INTERCAPITAL MANAGEMENT | HUGHES WEALTH MANAGEMENT | HUDSON WEALTH PARTNERS | HOYER INSURANCE & FINANCIAL SERVICES | HONOR GUARD WEALTH | HONARC WEALTH | HIGH POINT FINANCIAL DESIGN | HEWES-GAINEY WEALTH MANAGEMENT | HERITAGE FAMILY WEALTH MANAGEMENT | HAYWARD FINANCIAL | HARRIS CONSULTING | HARMONY ADVISORS GROUP | GWM ADVISORS, LLC | GWM ADVISORS LLC | GWM ADVISORS | GULF POINT ADVISORS | GUIDING WEALTH FINANCIAL PARTNERS | GUARDIAN WEALTH MANAGEMENT GROUP | GUARDIAN FINANCIAL CONSULTANTS | GSH ASSET MANAGEMENT | GREEN OAK CONSULTING | GRATUS WEALTH ADVISORS | GOSS WEALTH MANAGEMENT LLC | GOSS WEALTH MANAGEMENT | GOSS ADVISORS | GOLD COAST BENEFITS GROUP, INC. | GENERATION WEALTH | GENERATE WEALTH | GEMINUS WEALTH PARTNERS | GEBHARDT FINANCIAL GROUP | GAINEY WEALTH MANAGEMENT | FULL SCOPE WEALTH | FRENCH FINANCIAL | FREEDOM WEALTH PLANNING LLC | FOX & ASSOCIATES LLC | FORTIS WEALTH ADVISORS | FOREFRONT WEALTH PLANNING & ASSET MANAGEMENT | FOCUS WEALTH | FLINTRIDGE PRIVATE WEALTH | FLINT HILLS INVESTMENT SERVICES | FIRSTHARVEST WEALTH MANAGEMENT GROUP | FIRM FOUNDATION FAMILY WEALTH | FIORIO WEALTH ADVISORS | FINANCIAL PARTNERS, LLC | FINANCIAL NORTH PARTNERS | EVERPLAN WEALTH | ERC WEALTH MANAGEMENT | EQUANIMITY WEALTH MANAGEMENT | EMERITUS WEALTH GROUP | EFIDUCIARY ADVISOR | E&E WEALTH | DOWNTOWN WEALTH PARTNERS | DONNELLY INVESTMENT AND WEALTH ADVISORS, INC. | DOMINICK FINANCIAL GROUP | DEUPREE JAMES WEALTH MANAGEMENT | DEUPREE JAMES | DETILLIER FINANCIAL ADVISORS | DEEPRIVER WEALTH | DAVIS FINANCIAL GROUP | DARDEN FINANCIAL | CUBIT WEALTH MANAGEMENT | CROWLEY WEALTH MANAGEMENT | CRESCENT WEALTH PARTNERS | CRESCENT WEALTH MANAGEMENT | CPR WEALTH ADVISORS | CORNERSTONE WEALTH ADVISORS | COREWEALTH FINANCIAL ADVISORS | CONTINUITY WEALTH GROUP | CONNOLLY & ASSOCIATES | CONGRUENT WEALTH | COLUMBIA ADVISORY GROUP | COASTAL CAPITAL ADVISORS | CLINARD FINANCIAL DESIGN | CLINARD FINANCIAL | CLIFFORD GRP | CLEARTRUST WEALTH ADVISORS | CLEARTREK WEALTH PARTNERS | CLEARPATH WEALTH PARTNERS | CHOICE WEALTH | CHANDLER WEALTH STRATEGIES | CESTIA WEALTH MANAGEMENT | CASTLE WEALTH PARTNERS | CARRIAGE FINANCIAL GROUP | CAPITAL WEALTH MANAGEMENT GROUP | CANTRILL FINANCIAL GROUP | CANA WEALTH MANAGEMENT | BUENA VISTA FINANCIAL PATH | BROOKSIDE PRIVATE WEALTH | BRANDT WEALTH ADVISORS | BP FINANCIAL GROUP | BOUCHARD WEALTH ADVISORS | BO HARRIS WEALTH MANAGEMENT | BIRCHLINE WEALTH MANAGEMENT, LLC | BFS ADVISORY GROUP | BENCHWEALTH LLC | BEAUMONT WEALTH ADVISORS | BAY CAPITAL GROUP | BARUFFI PRIVATE WEALTH | BARTOLOMEO CAPITAL GROUP | BADLANDS WEALTH MANAGEMENT | AVID WEALTH PARTNERS | AURION WEALTH INC. | AUGUST FINANCIAL CONSULTING, LLC | ATLANTIC AVENUE ADVISORS | ASSETWISE FINANCIAL GROUP | ARCHHAVEN & CO. WEALTH PARTNERS | AMI INVESTMENT ADVISORY SERVICES, INC | AMERICAN TRUST WEALTH (AT WEALTH) | ALLUVIAL WEALTH PARTNERS | ALDER CREEK WEALTH MANAGEMENT | AHRENS INVESTMENT PARTNERS | AFE PRIVATE WEALTH | ADAIR FINANCIAL GROUP, LLC | ACCELERATE WEALTH...
Contact Information
Main Address
858 Camp Street, New Orleans, LA 70130Phone Number
(504) 459-4391# of Employees
1,073SEC notice filing (53 States and Territories)
Registered to provide investment advisory services in 53 US states and territories.
Documents
Regulatory Assets Under Management
Total Number of Accounts
103,000AUM (Assets Under Management)
$43,214,714,138Accountant Surprise Examination Report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 12/19/2025 | Cover Page | Report |
| 01/27/2025 | Cover Page | Report |
| 12/22/2023 | Cover Page | Report |
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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Primary Firm SEC Registration
ABARIS FINANCIAL GROUP | NORTHSHORE WEALTH ADVISORS | NORTH EDGE WEALTH | NORMANDY FINANCIAL SERVICES, LLC | NIMMO WEALTH PARTNERS LLC | NEXGEN WEALTH | NEWEDGE ADVISORS, LLC | NEWEDGE ADVISORS - SOUTH ATLANTIC PARTNERS | NEWEDGE ADVISORS | NEW ENGLAND RETIREMENT STRATEGIES | NESSO WEALTH | MURRY WEALTH MANAGEMENT | MURPHY WEALTH MANAGEMENT | MORAN PRIVATE WEALTH GROUP | MODUS WEALTH MANAGEMENT | MITCHELL FINANCIAL MANAGEMENT | MISSION TRAILS FINANCIAL | MIDWEST WEALTH MANAGEMENT | MIDDLEBROOK WEALTH | MID ATLANTIC FINANCIAL MANAGEMENT, INC. | MCNEELY WEALTH MANAGEMENT | MCMULLEN WEALTH & RETIREMENT MANAGEMENT | MCKINLEY & CO. | MARATHON FINANCIAL GROUP | MAIDEN COVE CAPITAL | MAHER WEALTH MANAGEMENT, LLC | LMK WEALTH MANGEMENT | LINK FINANCIAL LLC | LIBERTAS FINANCIAL PARTNERS | LEGACY WEALTH ADVISORS | LEGACY PARTNERS | LEGACY EDGE | LDI ADVISERS | LAKEFRONT WEALTH ADVISORY | LAKE POINT ADVISORS | LAGNIAPPE WEALTH MANAGEMENT | KUMPH CAPITAL | KRUEGER, FOSDYCK, BROWN, MCCALL & ASSOC (KFBMA LLC) | KIVI FINANCIAL GROUP | JL STRATEGIC WEALTH | JACOBS WEALTH MANAGEMENT | JACOBS COOLIDGE & CO | J. TAYLOR PRIVATE WEALTH | INVESTMENT SERVICES LLC | INTERCAPITAL MANAGEMENT | HUGHES WEALTH MANAGEMENT | HUDSON WEALTH PARTNERS | HOYER INSURANCE & FINANCIAL SERVICES | HONOR GUARD WEALTH | HONARC WEALTH | HIGH POINT FINANCIAL DESIGN | HEWES-GAINEY WEALTH MANAGEMENT | HERITAGE FAMILY WEALTH MANAGEMENT | HAYWARD FINANCIAL | HARRIS CONSULTING | HARMONY ADVISORS GROUP | GWM ADVISORS, LLC | GWM ADVISORS LLC | GWM ADVISORS | GULF POINT ADVISORS | GUIDING WEALTH FINANCIAL PARTNERS | GUARDIAN WEALTH MANAGEMENT GROUP | GUARDIAN FINANCIAL CONSULTANTS | GSH ASSET MANAGEMENT | GREEN OAK CONSULTING | GRATUS WEALTH ADVISORS | GOSS WEALTH MANAGEMENT LLC | GOSS WEALTH MANAGEMENT | GOSS ADVISORS | GOLD COAST BENEFITS GROUP, INC. | GENERATION WEALTH | GENERATE WEALTH | GEMINUS WEALTH PARTNERS | GEBHARDT FINANCIAL GROUP | GAINEY WEALTH MANAGEMENT | FULL SCOPE WEALTH | FRENCH FINANCIAL | FREEDOM WEALTH PLANNING LLC | FOX & ASSOCIATES LLC | FORTIS WEALTH ADVISORS | FOREFRONT WEALTH PLANNING & ASSET MANAGEMENT | FOCUS WEALTH | FLINTRIDGE PRIVATE WEALTH | FLINT HILLS INVESTMENT SERVICES | FIRSTHARVEST WEALTH MANAGEMENT GROUP | FIRM FOUNDATION FAMILY WEALTH | FIORIO WEALTH ADVISORS | FINANCIAL PARTNERS, LLC | FINANCIAL NORTH PARTNERS | EVERPLAN WEALTH | ERC WEALTH MANAGEMENT | EQUANIMITY WEALTH MANAGEMENT | EMERITUS WEALTH GROUP | EFIDUCIARY ADVISOR | E&E WEALTH | DOWNTOWN WEALTH PARTNERS | DONNELLY INVESTMENT AND WEALTH ADVISORS, INC. | DOMINICK FINANCIAL GROUP | DEUPREE JAMES WEALTH MANAGEMENT | DEUPREE JAMES | DETILLIER FINANCIAL ADVISORS | DEEPRIVER WEALTH | DAVIS FINANCIAL GROUP | DARDEN FINANCIAL | CUBIT WEALTH MANAGEMENT | CROWLEY WEALTH MANAGEMENT | CRESCENT WEALTH PARTNERS | CRESCENT WEALTH MANAGEMENT | CPR WEALTH ADVISORS | CORNERSTONE WEALTH ADVISORS | COREWEALTH FINANCIAL ADVISORS | CONTINUITY WEALTH GROUP | CONNOLLY & ASSOCIATES | CONGRUENT WEALTH | COLUMBIA ADVISORY GROUP | COASTAL CAPITAL ADVISORS | CLINARD FINANCIAL DESIGN | CLINARD FINANCIAL | CLIFFORD GRP | CLEARTRUST WEALTH ADVISORS | CLEARTREK WEALTH PARTNERS | CLEARPATH WEALTH PARTNERS | CHOICE WEALTH | CHANDLER WEALTH STRATEGIES | CESTIA WEALTH MANAGEMENT | CASTLE WEALTH PARTNERS | CARRIAGE FINANCIAL GROUP | CAPITAL WEALTH MANAGEMENT GROUP | CANTRILL FINANCIAL GROUP | CANA WEALTH MANAGEMENT | BUENA VISTA FINANCIAL PATH | BROOKSIDE PRIVATE WEALTH | BRANDT WEALTH ADVISORS | BP FINANCIAL GROUP | BOUCHARD WEALTH ADVISORS | BO HARRIS WEALTH MANAGEMENT | BIRCHLINE WEALTH MANAGEMENT, LLC | BFS ADVISORY GROUP | BENCHWEALTH LLC | BEAUMONT WEALTH ADVISORS | BAY CAPITAL GROUP | BARUFFI PRIVATE WEALTH | BARTOLOMEO CAPITAL GROUP | BADLANDS WEALTH MANAGEMENT | AVID WEALTH PARTNERS | AURION WEALTH INC. | AUGUST FINANCIAL CONSULTING, LLC | ATLANTIC AVENUE ADVISORS | ASSETWISE FINANCIAL GROUP | ARCHHAVEN & CO. WEALTH PARTNERS | AMI INVESTMENT ADVISORY SERVICES, INC | AMERICAN TRUST WEALTH (AT WEALTH) | ALLUVIAL WEALTH PARTNERS | ALDER CREEK WEALTH MANAGEMENT | AHRENS INVESTMENT PARTNERS | AFE PRIVATE WEALTH | ADAIR FINANCIAL GROUP, LLC | ACCELERATE WEALTH...
State Registrations and Notice Filings
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.
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CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.Similar Advisors
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