UBS Financial Services
47yrs
Top advisor by experience at UBS Financial Services
28yrs
Based in Dallas, Texas, Patrick Nolan is a fiduciary financial advisor with 28 years of industry experience. Patrick has been with MML Investors Services since 2018; before that, Patrick spent a year at USAA Investment Services and five years at USAA Financial Planning Services. Patrick’s designations include CFP® and ChFC.
One of 3926 advisors with offices in Dallas, and one of 3530 fiduciaries.
At a glance
Experience28 years (since 1998)
How that compares ?Top 17% by experience in Texas
Office13455 Noel Road 20th Floor, Dallas, TX 75240
How the firm is paid ?Percent of assets, Hourly, Flat fee, Other
Typical client at the firm ?$249,379
Advisors at the firm5,093
States licensed ?1 state
Services through MML Investors Services
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.
Designations
CFP®ChFC
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2018 – nowMML Investors Services, LLCCurrent firm
- Jan 2018 – Oct 2018USAA Investment Services CompanyPreviously
- 2012 – 2018USAA Financial Planning ServicesPreviously
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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Patrick
How do I contact Patrick?
Call MML Investors Services at (413) 226-0000 and ask for Patrick Nolan. Patrick works from the Dallas, TX office.
How long has Patrick been a financial advisor?
Patrick has been in the industry since 1998, about 28 years. Top 17% by experience in Texas.
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?
MML Investors Services reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, other 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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