Morgan Stanley
47yrs
Top advisor by experience in New York
39yrs
Based in New York, New York, Patrick Morrow is a financial advisor with 39 years of industry experience. Patrick joined Cerity Partners in 2024, after 15 years at LPL Financial and 26 years at SBC Wealth Management. Patrick holds the ChFC designation.
At a glance
Experience39 years (since 1987)
How that compares ?Top 2% by experience at Cerity Partners
Office99 Park Avenue 16th Floor, New York, NY 10016
FirmCerity Partners
How the firm is paid ?Percent of assets, Hourly, Flat fee, Performance fee
Typical client at the firm ?$4.57 million
Advisors at the firm762
States licensed ?1 state
Services through Cerity Partners
Financial planningInvestment management for individuals and small businessesManaging private fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
ChFC
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 63Uniform Securities Agent State Law Examination
Career
- 2024 – nowCerity Partners LLCCurrent firm
- 2000 – 2015LPL Financial LLCPreviously
- 1999 – 2024SBC Wealth ManagementPreviously
Contact Patrick
(212) 850-4260Cerity Partners main office 99 Park Avenue 16th FloorNew York, NY 10016Office · Get directions
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Questions to ask Patrick
Tailored to Patrick’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- Your firm can charge performance-based fees. Would that apply to me?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
My notes and scorecard
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About Patrick
How do I contact Patrick?
Call Cerity Partners at (212) 850-4260 and ask for Patrick Morrow. Patrick works from the New York, NY office.
How long has Patrick been a financial advisor?
Patrick has been in the industry since 1987, about 39 years. Top 2% by experience at Cerity Partners.
What licenses does Patrick hold?
Series 63. Tap any license on this page to see what it allows.
Is Patrick a fiduciary?
Patrick is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Patrick paid?
Cerity Partners reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, a share of investment gains. Ask Patrick for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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