UBS Financial Services
46yrs
Top advisor by experience in Rochester
26yrs
Patrick George
Full name on record: Patrick Robert George
Financial advisor at Cetera Investment Advisers
Patrick George has worked in the financial industry for 26 years and is a fiduciary financial advisor based in Rochester, New York. After two years at Avantax Advisory Services, Patrick joined Cetera Investment Advisers in 2025, a firm offering financial planning, investment management, and retirement plan consulting. Patrick holds the CPA/PFS designation.
One of 988 advisors with offices in Rochester, and one of 828 fiduciaries.
At a glance
Experience26 years (since 2001)
How that compares ?More experience than 73% of advisors nationwide
Office100 Meridian Centre Blvd Suite 200, Rochester, NY 14618
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$306,089
Advisors at the firm10,452
States licensed ?2 states
Services through Cetera Investment Advisers
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.
Designations
CPA/PFS
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- Sep 2025 – nowCetera Investment Advisers LLCCurrent firm
- Oct 2023 – Sep 2025Avantax Advisory ServicesPreviously
- 2021 – nowDKCB Financial Advisors, LLCCurrent
- 2021 – now
Contact Patrick
(310) 257-7880Firm headquarters in Schaumburg, IL. Ask for Patrick. 100 Meridian Centre Blvd Suite 200Rochester, NY 14618Office · 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?
- 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 Cetera Investment Advisers at (310) 257-7880 and ask for Patrick George. Patrick works from the Rochester, NY office.
How long has Patrick been a financial advisor?
Patrick has been in the industry since 2001, about 26 years. More experience than 73% of advisors nationwide.
What licenses does Patrick hold?
Series 66. 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?
Cetera Investment Advisers 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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