Morgan Stanley
47yrs
Top advisor by experience in Syracuse
18yrs
Patrick Rohe
Full name on record: Patrick Eugene Rohe
Financial advisor at Rockbridge Investment Management
Patrick Rohe has worked in the financial industry for 18 years and is a fiduciary financial advisor based in Syracuse, New York. Patrick has been with Rockbridge Investment Management since 2021; before that, Patrick spent a year at Wells Fargo Advisors. Patrick holds the CFP® designation.
One of 501 advisors with offices in Syracuse, and one of 420 fiduciaries.
At a glance
Experience18 years (since 2008)
How that compares ?Top advisor by experience at Rockbridge Investment Management
Office220 South Warren Street 9th Floor, Syracuse, NY 13202
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$892,150
Advisors at the firm11
States licensed ?1 state
Services through Rockbridge Investment Management
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutions
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.
Series 66Uniform Combined State Law Examination
Career
- 2021 – nowRockbridge Investment Management, LLCCurrent firm
- Nov 2008 – Jul 2009Wells Fargo Clearing Services, LLCPreviously
Contact Patrick
(315) 671-0588Rockbridge Investment Management main office 220 South Warren Street 9th FloorSyracuse, NY 13202Office · Get directions Facebook pageRockbridge Investment Management
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Questions to ask Patrick
Tailored to Patrick’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- 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 Rockbridge Investment Management at (315) 671-0588 and ask for Patrick Rohe. Patrick works from the Syracuse, NY office.
How long has Patrick been a financial advisor?
Patrick has been in the industry since 2008, about 18 years. Top advisor by experience at Rockbridge Investment Management.
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?
Rockbridge Investment Management 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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