Advisor at Silver Oak Securities, Incorporated
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Silver Oak Securities, Incorporated
Location
Hampstead, NC
Credentials
Series 63, Series 65
Industry experience
14 years
Patrick Horwitz is a financial advisor with Silver Oak Securities, Incorporated, holding Series 63 and Series 65 licenses and 14 years of industry experience. He has worked at several firms including Securities America Advisors, Inc., SSN Advisory, and SII Investments, Inc. Outside of his advisory role, he serves as a board member for Stomp & Brew, a nonprofit charity that organizes a beer and wine festival benefiting children in need. Silver Oak Securities, Inc. provides advisory services to individuals, families, corporations, retirement plans, and charitable organizations, managing approximately $2.03 billion in discretionary assets through a network of over 100 financial professionals. The firm offers individualized portfolio management, unified managed account programs, and comprehensive wealth management solutions tailored to clients’ objectives and risk tolerances.
Based on Silver Oak Securities, Incorporated
Financial planning flat fee up to $35,000; Align Wealth Management fixed annual fee $15,000 - $75,000.
$0+: Negotiable up to 2% annually (Advisor Fee) $0+: Platform Fee: $45 per year per account plus 0.08% - 0.15% annually (Compass) $0+: Platform Fee: $45 per year per account plus 0.05% - 0.25% annually (AdvisorFX)
Financial Professionals may receive commissions for securities and insurance products as registered representatives and agents.
Financial planning and consultation fees: $300 per hour.
Fee-only: Financial planning and consultation fees: $300 per hour; $300 per month; or $35,000 flat fee.
Hampstead, NC
Indiana · North Carolina
Silver Oak Securities, Inc.
2021 - Present (5 years)
Securities America Advisors, Inc.
2020 - 2021 (1 year)
SECURITIES AMERICA, inc.
2020 - 2021 (1 year)
SSN Advisory
2017 - 2020 (3 years)
Secrturities Service Network
2017 - 2020 (3 years)
SII Investments, Inc.
2011 - 2017 (6 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 65
Wilmington, NC
Harborside Capital
Series 66
Wilmington, NC
Neuse River Capital, LLC
Series 66
Wilmington, NC
Pembroke Wealth Management, LLC
CFP®, Series 65
Hampstead, NC
Stark Strategic Capital Management, Inc.
Series 63, Series 65, Series 66
Wilmington, NC
Coastal Capital Management, LLC
CFP®, Series 63
Wilmington, NC
Rushwald, Mark Steven
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")