Visionary Wealth Advisors
47yrs
Top advisor by experience at Visionary Wealth Advisors
31yrs
Robert Michael Patrick
Financial advisor at Benjamin F. Edwards &
At a glance
Experience31 years (since 1995)
How that compares ?Top 9% by experience in St, Louis
OfficeOne North Brentwood Boulevard Suite 850, St, Louis, MO 63105
How the firm is paid ?Percent of assets, Hourly, Flat fee
States licensed ?1 state
Services through Benjamin F. Edwards &
Financial planningInvestment management for individuals and small businessesInvestment 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.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Uniform Securities Agent State Law Examination
Uniform Investment Adviser Law Examination
Career
- Apr 2025 – nowBenjamin F. Edwards & Company, Inc.Current firm
- 2012 – 2024Benjamin F. Edwards & Company, Inc.Previously
- 2008 – 2012Equitable Advisors, LLCPreviously
Questions to ask Robert
Tailored to Robert’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?
- 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?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Robert
How do I contact Robert?
Call Benjamin F. Edwards & at 314-726-1600 and ask for Robert Michael Patrick. Robert works from the St, Louis, MO office.
How long has Robert been a financial advisor?
Robert has been in the industry since 1995, about 31 years. Top 9% by experience in St, Louis.
What licenses does Robert hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Robert a fiduciary?
Robert is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Robert paid?
Benjamin F. Edwards & reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Robert for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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