Morgan Stanley
43yrs
Top advisor by experience in Marco Island
11yrs
Based in Marco Island, Florida, Patrick Surdy is a fiduciary financial advisor with 11 years of industry experience. Patrick joined Edward Jones in 2016, a firm offering financial planning, investment management, and retirement plan consulting. Patrick holds the CFP® designation.
One of 64 advisors with offices in Marco Island, and one of 59 fiduciaries.
At a glance
Experience11 years (since 2016)
How that compares ?More experience than 51% of advisors at Edward Jones
OfficeMarco Island, FL
FirmEdward Jones
How the firm is paid ?Percent of assets, Flat fee, Other
Typical client at the firm ?$246,728
Advisors at the firm24,118
States licensed ?2 states
Services through Edward Jones
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managers
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
- 2016 – nowEdward JonesCurrent firm
Contact Patrick
(314) 515-2000Firm headquarters in St. Louis, MO. Ask for Patrick. Marco Island, FLOffice · Get directionsIs 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
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About Patrick
How do I contact Patrick?
Call Edward Jones at (314) 515-2000 and ask for Patrick Surdy. Patrick works from the Marco Island, FL office.
How long has Patrick been a financial advisor?
Patrick has been in the industry since 2016, about 11 years. More experience than 51% of advisors at Edward Jones.
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?
Edward Jones reports being paid by a percentage of the assets they manage, flat or fixed fees, 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.
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