UBS Financial Services
47yrs
Top 1% by experience in Nashville
11yrs
Patrick Cook
Financial advisor at UBS Financial Services
Based in Nashville, Tennessee, Patrick Cook is a fiduciary financial advisor with 11 years of industry experience. Patrick joined UBS Financial Services in 2026, after two years at Commonwealth Financial Network and two years at LPL Financial. 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 1133 advisors with offices in Nashville, and one of 1029 fiduciaries.
At a glance
Experience11 years (since 2015)
How that compares ?11 years in the industry
Office3102 West End Avenue Suite 500, Nashville, TN 37203
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
- Aug 2026 – nowUBS Financial Services Inc.Current firm
- Jul 2018 – Jul 2020Commonwealth Financial NetworkPreviously
- 2016 – 2018LPL Financial LLCPreviously
- Aug 2015 – Mar 2016D.A. Davidson & Co.Previously
Contact Patrick
(201) 352-3000Firm headquarters in Weehawken, NJ. Ask for Patrick. 3102 West End Avenue Suite 500Nashville, TN 37203Office · Get directions LinkedIn pageUBS Financial Services
Is 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.
- 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 UBS Financial Services at (201) 352-3000 and ask for Patrick Cook. Patrick works from the Nashville, TN 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 65, 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?
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.
Other advisors nearby
UBS Financial Services
47yrs
Top 1% by experience in Nashville
Morgan Stanley
47yrs
Top 1% by experience in Nashville
Morgan Stanley
47yrs
Top 1% by experience in Nashville
Morgan Stanley
46yrs
Top 1% by experience in Tennessee
Wells Fargo Advisors
46yrs
Top 1% by experience in Tennessee