Raymond James Financial Services Advisors
44yrs
Top advisor by experience in Vero Beach
12yrs
Patrick Norris
Financial advisor at Strategic Advisers
At a glance
Experience12 years (since 2014)
How that compares ?More experience than 68% of advisors at Strategic Advisers
Office821 Beachland Blvd, Vero Beach, FL 32963
How the firm is paid ?Percent of assets, Flat fee, Other
States licensed ?2 states
Services through Strategic Advisers
Financial planningInvestment management for individuals and small businessesManaging mutual fundsInvestment management for businesses and institutionsChoosing 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.
Uniform Securities Agent State Law Examination
Uniform Investment Adviser Law Examination
Career
- Mar 2025 – nowStrategic Advisers LLCCurrent firm
- Apr 2024 – Mar 2025Fidelity Personal and Workplace AdvisorsPreviously
- 2021 – 2024Ameriprise Financial Services, LLCPreviously
- Dec 2020 – Nov 2021Cuna Brokerage Services, Inc.Previously
- 2018 – 2020Edward JonesPreviously
- Oct 2018 – Dec 2018Thrivent Investment Management Inc.Previously
Questions to ask Patrick
Tailored to Patrick’s registration and firm.
- 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 Strategic Advisers at 617-563-7000 and ask for Patrick Norris. Patrick works from the Vero Beach, FL office.
How long has Patrick been a financial advisor?
Patrick has been in the industry since 2014, about 12 years. More experience than 68% of advisors at Strategic Advisers.
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?
Strategic Advisers reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask Patrick for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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