Cambridge Investment Research Advisors
42yrs
Top advisor by experience in Barrington
25yrs
Patrick Sier
Full name on record: Patrick Andre Sier
Financial advisor at Independent Financial Partners
Based in Barrington, Rhode Island, Patrick Sier is a fiduciary financial advisor with 25 years of industry experience. Patrick has been with Independent Financial Partners since 2024; before that, Patrick spent 11 years at SCF Investment Advisors and three years at Merrill. Patrick holds the CFP® designation.
One of 24 advisors with offices in Barrington, and one of 23 fiduciaries.
At a glance
Experience25 years (since 2001)
How that compares ?Top 25% by experience in Rhode Island
OfficeBarrington, RI
How the firm is paid ?Percent of assets, Hourly, Flat fee, Other
Typical client at the firm ?$225,569
Advisors at the firm314
States licensed ?1 state
Services through Independent Financial Partners
Financial planningInvestment management for individuals and small businessesRetirement 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®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Oct 2024 – nowIndependent Financial PartnersCurrent firm
- 2014 – 2024SCF Investment Advisors, Inc.Previously
- 2010 – 2013MerrillPreviously
- Jun 2009 – Oct 2010Morgan StanleyPreviously
- Apr 2008 – Jun 2009Morgan Stanley & Co. LLCPreviously
- 2001 – 2008UBS Financial Services Inc.Previously
Contact Patrick
(813) 341-0960Firm headquarters in Tampa, FL. Ask for Patrick. Barrington, RIOffice · Get directionsIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
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 Independent Financial Partners at (813) 341-0960 and ask for Patrick Sier. Patrick works from the Barrington, RI office.
How long has Patrick been a financial advisor?
Patrick has been in the industry since 2001, about 25 years. Top 25% by experience in Rhode Island.
What licenses does Patrick hold?
Series 63, 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?
Independent Financial Partners 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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