Merrill
45yrs
Top advisor by experience in Baton Rouge
11yrs
Patrick Cavanaugh
Full name on record: Patrick Sinclair Cavanaugh
Financial advisor at Cavanaugh Wealth Management
Patrick Cavanaugh has worked in the financial industry for 11 years and is a fiduciary financial advisor based in Baton Rouge, Louisiana. Patrick has been with Cavanaugh Wealth Management since 2025; before that, Patrick spent three years at Northwestern Mutual Investment Services and a year at Cetera Wealth Services. Cavanaugh Wealth Management offers financial planning and investment management and is paid through a percentage of assets, hourly fees, and flat fees.
One of 647 advisors with offices in Baton Rouge, and one of 561 fiduciaries.
At a glance
Experience11 years (since 2015)
How that compares ?11 years in the industry
OfficeBaton Rouge, LA
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$165,657
States licensed ?1 state
Services through Cavanaugh Wealth Management
Financial planningInvestment management for individuals and small businesses
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 – nowCavanaugh Wealth Management LLCCurrent firm
- 2023 – 2025Northwestern Mutual Investment Services, LLCPreviously
- Mar 2022 – Nov 2022Cetera Wealth Services, LLCPreviously
- 2019 – 2022LPL Financial LLCPreviously
- 2016 – 2019MerrillPreviously
- Jun 2015 – May 2016PFS Investments Inc.Previously
Contact Patrick
(225) 295-6306Cavanaugh Wealth Management main office Baton Rouge, LAOffice · Get directions LinkedIn pageCavanaugh Wealth ManagementIs 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 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 Cavanaugh Wealth Management at (225) 295-6306 and ask for Patrick Cavanaugh. Patrick works from the Baton Rouge, LA office.
How long has Patrick been a financial advisor?
Patrick has been in the industry since 2015, about 11 years. 11 years in the industry.
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?
Cavanaugh Wealth 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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