UBS Financial Services
47yrs
Top advisor by experience at UBS Financial Services
10yrs
Patrick Conley has worked in the financial industry for 10 years and is a fiduciary financial advisor based in Dallas, Texas. Patrick has been with Alliancebernstein since 2026; before that, Patrick spent two years at J.P. Morgan Securities. Alliancebernstein offers financial planning, investment management, and private fund management and is paid through a percentage of assets, subscription fees, and flat fees.
One of 3926 advisors with offices in Dallas, and one of 3530 fiduciaries.
At a glance
Experience10 years (since 2016)
How that compares ?10 years in the industry
Office2000 McKinney Avenue, Dallas, TX 75201
How the firm is paid ?Percent of assets, Subscription, Flat fee, Commissions, Performance fee
Typical client at the firm ?$3.03 million
Advisors at the firm516
States licensed ?1 state
Services through Alliancebernstein
Financial planningInvestment management for individuals and small businessesManaging mutual fundsManaging private fundsInvestment management for businesses and institutionsChoosing other investment managersNewsletters and publicationsOther 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.
Career
- Jan 2026 – nowAlliancebernstein L.P.Current firm
- Apr 2024 – Jan 2026J.P. Morgan Securities LLCPreviously
Contact Patrick
(615) 622-0000Firm headquarters in Nashville, TN. Ask for Patrick. 2000 McKinney AvenueDallas, TX 75201Office · Get directions Instagram pageAlliancebernstein
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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?
- 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 Alliancebernstein at (615) 622-0000 and ask for Patrick Conley. Patrick works from the Dallas, TX office.
How long has Patrick been a financial advisor?
Patrick has been in the industry since 2016, about 10 years. 10 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?
Alliancebernstein reports being paid by a percentage of the assets they manage, subscription fees, flat or fixed fees, commissions on some products, 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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