Capitol Securities Management
47yrs
Top advisor by experience in Tampa
9yrs
Patrick Harris has worked in the financial industry for 9 years and is a fiduciary financial advisor based in Tampa, Florida. Patrick has been with Fisher Investments since 2022; before that, Patrick spent four years at Merrill. Fisher Investments offers financial planning, investment management, and private fund management and is paid through a percentage of assets and performance-based fees.
One of 3079 advisors with offices in Tampa, and one of 2910 fiduciaries.
At a glance
Experience9 years (since 2018)
How that compares ?More experience than 62% of advisors at Fisher Investments
Office3109 W Dr. Martin Luther King Jr. Blvd Suite 600, Tampa, FL 33607
How the firm is paid ?Percent of assets, Performance fee
Typical client at the firm ?$1.66 million
Advisors at the firm2,988
States licensed ?1 state
Services through Fisher Investments
Financial planningInvestment management for individuals and small businessesManaging mutual fundsManaging private fundsInvestment management for businesses and institutionsOther services
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
- 2022 – nowFisher InvestmentsCurrent firm
- 2018 – 2022MerrillPreviously
Contact Patrick
3109 W Dr. Martin Luther King Jr. Blvd Suite 600Tampa, FL 33607Office · Get directions Firm main line(800) 851-8845Headquarters: Fisher Investments · Plano, TX
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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?
- Your firm can charge performance-based fees. Would that apply to me?
- 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 Fisher Investments at (800) 851-8845 and ask for Patrick Harris. Patrick works from the Tampa, FL office.
How long has Patrick been a financial advisor?
Patrick has been in the industry since 2018, about 9 years. More experience than 62% of advisors at Fisher Investments.
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?
Fisher Investments reports being paid by a percentage of the assets they manage, a share of investment gains. 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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