Advisor at Steward Partners Investment Advisory, LLC
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
Steward Partners Investment Advisory, LLC
Location
Walnut Creek, CA 94596
Credentials
Series 66
Industry experience
8 years
Patrick Norris is a financial advisor with Steward Partners Investment Advisory, LLC, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at Bank of America, Merrill, and Vantage Point Private Wealth. He is based in Walnut Creek, CA. Steward Partners Investment Advisory, LLC manages approximately $28.34 billion in regulatory assets and serves a diverse client base including individuals, charitable and corporate clients, and institutional investors. The firm offers discretionary and non-discretionary portfolio management through proprietary strategies and third-party managers, with investment solutions spanning equities, fixed income, mutual funds, ETFs, alternatives, and cash.
Based on Steward Partners Investment Advisory, LLC
Fixed fees for financial planning and consulting services, negotiable based on complexity
$0+: Up to 2.50% annually (maximum program fee) $5,000 - $10,000: Negotiable, example minimum new account values mentioned for some programs $10,000 - $25,000: Negotiable, varies by program $25,000+: Negotiable, varies by program
Commission-based compensation for insurance products and broker-dealer transactions through affiliated SPIS
Hourly fees charged for financial planning and consulting services, rates vary
Account minimum: $25,000 Minimum fee: Minimum Quarterly Program Fee (Prior to May 2011) is $250, minimum fee may be waived at discretion Fee-only: Financial planning and consulting fees are negotiable; fees can be hourly, fixed, or percentage of assets
2121 North California Blvd, Suite 290
Walnut Creek, CA 94596
California · Texas · Wisconsin
VPCalCo, LLC
2025 - Present (1 year)
Steward Partners Investment Advisory, LLC
2024 - Present (2 years)
Steward Partners Investment Solutions, LLC
2023 - Present (3 years)
Vantage Point Private Wealth LLC
2023 - 2025 (2 years)
bank of America, N.A
2020 - 2023 (3 years)
Merrill
2016 - 2023 (7 years)
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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.
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