Merrill
47yrs
Top advisor by experience in Cincinnati
30yrs
Patrick Roberson
Full name on record: Patrick John Roberson
Financial advisor at Raymond James & Associates
Based in Cincinnati, Ohio, Patrick Roberson is a fiduciary financial advisor with 30 years of industry experience. Patrick has been with Raymond James & Associates since 2016; before that, Patrick spent eight years at UBS Financial Services and two years at Merrill. Raymond James & Associates offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 2460 advisors with offices in Cincinnati, and one of 1997 fiduciaries.
At a glance
Experience30 years (since 1997)
How that compares ?Top 15% by experience in Ohio
Office201 East Fifth Street Suite 2500, Cincinnati, OH 45202
How the firm is paid ?Percent of assets, Hourly, Flat fee, Commissions
Typical client at the firm ?$788,879
Advisors at the firm5,796
States licensed ?1 state
Services through Raymond James & Associates
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
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
- 2016 – nowRaymond James & Associates, Inc.Current firm
- 2008 – 2016UBS Financial Services Inc.Previously
- 2006 – 2008MerrillPreviously
- Dec 2005 – Mar 2006Advest, Inc.Previously
- Sep 2004 – Dec 2005MerrillPreviously
Contact Patrick
Local office(513) 287-6752Ask for Patrick. (727) 567-1000Main office · St. Petersburg, FL 201 East Fifth Street Suite 2500Cincinnati, OH 45202Office · Get directions Firm websiteHTTPS://WWW.ALEXBROWN.COM
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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?
- 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 Patrick’s local office at (513) 287-6752 or the Raymond James & Associates main office at (727) 567-1000, and ask for Patrick Roberson.
How long has Patrick been a financial advisor?
Patrick has been in the industry since 1997, about 30 years. Top 15% by experience in Ohio.
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?
Raymond James & Associates reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, commissions on some products. 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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