Capitol Securities Management
47yrs
Top advisor by experience in Tampa
20yrs
Patrick Porter
Financial advisor at UBS Financial Services
Patrick Porter has worked in the financial industry for 20 years and is a fiduciary financial advisor based in Tampa, Florida. Patrick has been with UBS Financial Services since 2025; before that, Patrick spent six years at Morgan Stanley and six years at Merrill. UBS Financial Services offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 3079 advisors with offices in Tampa, and one of 2910 fiduciaries.
At a glance
Experience20 years (since 2007)
How that compares ?More experience than 69% of advisors in Tampa
Office101 East Kennedy Boulevard, Suite 1800, Tampa, FL 33602
How the firm is paid ?Percent of assets, Hourly, Flat fee, Commissions, Other
Typical client at the firm ?$693,691
Advisors at the firm9,367
States licensed ?1 state
Services through UBS Financial Services
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsSecurity ratings or pricingEducational seminars and workshops
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
- Nov 2025 – nowUBS Financial Services Inc.Current firm
- 2019 – 2025Morgan StanleyPreviously
- 2013 – 2019MerrillPreviously
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
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About Patrick
How do I contact Patrick?
Call UBS Financial Services at 201-352-3000 and ask for Patrick Porter. Patrick works from the Tampa, FL office.
How long has Patrick been a financial advisor?
Patrick has been in the industry since 2007, about 20 years. More experience than 69% of advisors in Tampa.
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?
UBS Financial Services reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, commissions on some products, 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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