Merrill
45yrs
Top advisor by experience in Pittsford
9yrs
Patrick Case is a fiduciary financial advisor in Pittsford, New York, with 9 years in the industry. Patrick joined LPL Enterprise in 2026, a firm offering financial planning, investment management, and educational workshops. The firm is paid through a percentage of assets, hourly fees, and flat fees.
One of 364 advisors with offices in Pittsford, and one of 305 fiduciaries.
At a glance
Experience9 years (since 2017)
How that compares ?9 years in the industry
Office1000 Pittsford Victor Road Suite 2e, Pittsford, NY 14534
FirmLPL Enterprise
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$239,757
Advisors at the firm3,111
States licensed ?1 state
Services through LPL Enterprise
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsEducational seminars and workshopsOther 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
- Feb 2026 – nowLPL Enterprise, LLCCurrent firm
Contact Patrick
(704) 733-3300Firm headquarters in Fort Mill, SC. Ask for Patrick. 1000 Pittsford Victor Road Suite 2ePittsford, NY 14534Office · Get directions Firm websitewww.lpl.com/lpl-enterprise.html
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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?
- 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 LPL Enterprise at (704) 733-3300 and ask for Patrick Case. Patrick works from the Pittsford, NY office.
How long has Patrick been a financial advisor?
Patrick has been in the industry since 2017, about 9 years. 9 years in the industry.
What licenses does Patrick hold?
Series 63, Series 65. 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?
LPL Enterprise 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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