Elias S. Patrick

DRIVE WEALTH ADVISERS

Charlottesville, VA

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CRD#: 7976563

Professional summary

Elias Stephen Patrick is a registered financial advisor currently at DRIVE WEALTH ADVISERS located in Charlottesville, Virginia and FINALIS SECURITIES LLC located in San Juan Capistrano, California.

Elias is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2024. Elias has worked at 5 firms and has passed the Series 66, Series 63, Series 79TO, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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 Elias Stephen Patrick'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

December 2, 2025 - Present

DRIVE WEALTH ADVISERS

RIA

CRD#: 174728

Charlottesville, VA

Current

July 17, 2025 - Present

FINALIS SECURITIES LLC

CRD#: 305908

SAN JUAN CAPISTRANO, CA

Past

May 23, 2025 - July 14, 2025

CREWE ADVISORS

RIA

CRD#: 173920

Vienna, VA

Past

February 5, 2025 - July 14, 2025

CREWE CAPITAL

CRD#: 152527

SALT LAKE CITY, UT

Past

November 13, 2024 - January 22, 2025

STONEHAVEN, LLC

CRD#: 118913

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".

DRIVE WEALTH ADVISERS

DRIVE WEALTH ADVISERS | DRIVE WEALTH MANAGEMENT, LLC | DRIVE WEALTH MANAGEMENT

CRD#: 174728 / SEC#: 801-113223

RIA

Registered Investment Advisory firm - (5/11/2018 Approved)

California

Registered Investment Advisory firm - (6/17/2018 Terminated)

Texas

Registered Investment Advisory firm - (5/17/2018 Terminated)

Utah

Registered Investment Advisory firm - (5/17/2018 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Virginia
(7/17/2025)

IAR

Virginia
(12/2/2025)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 3/19/2025

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 12/9/2024

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 79TO

Date: 5/14/2025

Investment Banking Registered Representative Examination

General Industry/Product Exam

Series 7TO

Date: 11/13/2024

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 9/16/2024

Securities Industry Essentials Examination

SRO Registrations

FINRA

Current Firm

DRIVE WEALTH ADVISERS

DRIVE WEALTH ADVISERS | DRIVE WEALTH MANAGEMENT, LLC | DRIVE WEALTH MANAGEMENT

CRD#: 174728 / SEC#: 801-113223

RIA

Registered Investment Advisory firm - (5/11/2018 Approved)

California

Registered Investment Advisory firm - (6/17/2018 Terminated)

Texas

Registered Investment Advisory firm - (5/17/2018 Terminated)

Utah

Registered Investment Advisory firm - (5/17/2018 Terminated)

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Contact information

Main Address

3333 N Digital Drive #700, Lehi, UT 84043

Mailing Address

Phone number

(801) 901-6150

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (16 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

DRIVE WEALTH MANAGEMENT, LLC ADV PART 2 BROCHURE (3/17/2025)

Regulatory assets under management

Total Number of Accounts	4,487
AUM (Assets Under Management)	$ 2,175,572,827

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
03/31/2025	Cover Page	Report
03/20/2024	Cover Page	Report
02/27/2023	Cover Page	Report

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.

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Firm Stability Insights

Elias S. Patrick

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Elias Stephen Patrick's CRS (Customer Relationship Summary).

Certified licenses

Experience

FINALIS SECURITIES LLC

CREWE ADVISORS

CREWE CAPITAL

STONEHAVEN, LLC

Primary Firm SEC Registration

DRIVE WEALTH ADVISERS

State Registrations and Notice Filings

Exams

Series 66

Date: 3/19/2025

Series 63

Date: 12/9/2024

Series 79TO

Date: 5/14/2025

Series 7TO

Date: 11/13/2024

SIE

Date: 9/16/2024

FINRA

Current Firm

DRIVE WEALTH ADVISERS

Contact information

SEC notice filing (16 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

DRIVE WEALTH ADVISERS

TRUST BUT VERIFY

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