UBS Financial Services
47yrs
Top advisor by experience at UBS Financial Services
7yrs
Based in Dallas, Texas, Patrick Stuart is a fiduciary financial advisor with 7 years of industry experience. Patrick has been with Saddock Wealth since 2019. Saddock Wealth offers financial planning, investment management, and private fund management and is paid through a percentage of assets, hourly fees, and flat fees.
One of 3926 advisors with offices in Dallas, and one of 3530 fiduciaries.
At a glance
Experience7 years (since 2019)
How that compares ?7 years in the industry
Office16400 Dallas Parkway Suite 305, Dallas, TX 75248
FirmSaddock Wealth
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$9.31 million
Advisors at the firm2
States licensed ?1 state
Services through Saddock Wealth
Financial planningInvestment management for individuals and small businessesManaging private fundsInvestment management for businesses and institutionsChoosing other investment managers
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 65Uniform Investment Adviser Law Examination
Career
- 2019 – nowSaddock Wealth, LLCCurrent firm
Contact Patrick
(972) 437-5201Saddock Wealth main office 16400 Dallas Parkway Suite 305Dallas, TX 75248Office · Get directions Firm websiteHTTP://WWW.SADDOCKWEALTH.COM
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Questions to ask Patrick
Tailored to Patrick’s registration and firm.
- 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 Saddock Wealth at (972) 437-5201 and ask for Patrick Stuart. Patrick works from the Dallas, TX office.
How long has Patrick been a financial advisor?
Patrick has been in the industry since 2019, about 7 years. 7 years in the industry.
What licenses does Patrick hold?
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?
Saddock Wealth 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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