RBC Capital Markets
46yrs
Top advisor by experience in Vienna
30yrs
Patrick Roth has worked in the financial industry for 30 years and is a fiduciary financial advisor based in Vienna, Virginia. After 13 years at Fiduciary Wealth Management and three years at Westminster Financial Advisory, Patrick joined World Investment Advisors in 2024, a firm offering financial planning, investment management, and private fund management. The firm is paid through a percentage of assets, hourly fees, and flat fees.
One of 618 advisors with offices in Vienna, and one of 595 fiduciaries.
At a glance
Experience30 years (since 1996)
How that compares ?Top 15% by experience nationwide
OfficeVienna, VA
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$561,747
Advisors at the firm359
States licensed ?2 states
Services through World Investment Advisors
Financial planningInvestment management for individuals and small businessesManaging private fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsEducational 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.
Career
- 2024 – nowWorld Investment Advisors, LLCCurrent firm
- 2011 – 2024Fiduciary Wealth Management, LLCPreviously
- 2008 – 2011Westminster Financial Advisory CorpPreviously
- May 2007 – Sep 2007UBS Financial Services Inc.Previously
- 2003 – 2007Capitol Securities Management, Inc.Previously
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?
- 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 Patrick
How do I contact Patrick?
Call World Investment Advisors at 800-833-1862 and ask for Patrick Roth. Patrick works from the Vienna, VA office.
How long has Patrick been a financial advisor?
Patrick has been in the industry since 1996, about 30 years. Top 15% by experience nationwide.
What licenses does Patrick hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Patrick a fiduciary?
Patrick is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Patrick paid?
World Investment Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. 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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