Equitas Capital Advisors
46yrs
Top advisor by experience in New Orleans
18yrs
Christopher Patch
Full name on record: Christopher G Patch
Financial advisor at Cetera Investment Advisers
Based in New Orleans, Louisiana, Christopher Patch is a fiduciary financial advisor with 18 years of industry experience. Christopher joined Cetera Investment Advisers in 2025, after two years at J.P. Morgan Securities and a year at Edward Jones. Cetera Investment Advisers offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 676 advisors with offices in New Orleans, and one of 608 fiduciaries.
At a glance
Experience18 years (since 2009)
How that compares ?More experience than 55% of advisors nationwide
Office701 Poydras Street, New Orleans, LA 70139
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 ?1 state
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.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- Dec 2025 – nowCetera Investment Advisers LLCCurrent firm
- 2010 – 2012J.P. Morgan Securities LLCPreviously
- Mar 2009 – Oct 2009Edward JonesPreviously
Questions to ask Christopher
Tailored to Christopher’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 Christopher
How do I contact Christopher?
Call Cetera Investment Advisers at (310) 257-7880 and ask for Christopher Patch. Christopher works from the New Orleans, LA office.
How long has Christopher been a financial advisor?
Christopher has been in the industry since 2009, about 18 years. More experience than 55% of advisors nationwide.
What licenses does Christopher hold?
Series 66. Tap any license on this page to see what it allows.
Is Christopher a fiduciary?
Christopher is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Christopher paid?
Cetera Investment Advisers reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Christopher 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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