UBS Financial Services
46yrs
Top advisor by experience in Walnut Creek
9yrs
Patrick Norris
Financial advisor at Steward Partners Investment Advisory
Based in Walnut Creek, California, Patrick Norris is a fiduciary financial advisor with 9 years of industry experience. Patrick joined Steward Partners Investment Advisory in 2024, after five years at Merrill. Steward Partners Investment Advisory offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 1115 advisors with offices in Walnut Creek, and one of 1005 fiduciaries.
At a glance
Experience9 years (since 2018)
How that compares ?9 years in the industry
OfficeWalnut Creek, CA
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$831,870
Advisors at the firm477
States licensed ?1 state
Services through Steward Partners Investment Advisory
Financial planningInvestment management for individuals and small businessesRetirement plan consultingChoosing other investment managersOther 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
- 2024 – nowSteward Partners Investment Advisory, LLCCurrent firm
- 2018 – 2023MerrillPreviously
Contact Patrick
(866) 694-7769Firm headquarters in Stamford, CT. Ask for Patrick. Walnut Creek, CAOffice · Get directions Firm websitefreedomstreetpartners.stewardpartners.comIs 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 Steward Partners Investment Advisory at (866) 694-7769 and ask for Patrick Norris. Patrick works from the Walnut Creek, CA office.
How long has Patrick been a financial advisor?
Patrick has been in the industry since 2018, about 9 years. 9 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?
Steward Partners Investment Advisory 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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