Cambridge Investment Research Advisors
47yrs
Top advisor by experience in Roanoke
7yrs
Patrick Carroll
Full name on record: Patrick Michael Carroll
Financial advisor at Cbiz Investment Advisory Services
Patrick Carroll has worked in the financial industry for 7 years and is a fiduciary financial advisor based in Roanoke, Virginia. After a year at Cbiz Financial Solutions, Patrick joined Cbiz Investment Advisory Services in 2020, a firm offering financial planning, investment management, and private fund management. The firm is paid through a percentage of assets, hourly fees, and flat fees.
One of 365 advisors with offices in Roanoke, and one of 350 fiduciaries.
At a glance
Experience7 years (since 2020)
How that compares ?7 years in the industry
Office2797 Frontage Rd Suite 2000, Roanoke, VA 24017
How the firm is paid ?Percent of assets, Hourly, Flat fee, Other
Typical client at the firm ?$411,975
Advisors at the firm91
States licensed ?1 state
Services through Cbiz Investment Advisory Services
Financial planningInvestment management for individuals and small businessesManaging private fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational 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.
Series 65Uniform Investment Adviser Law Examination
Career
- 2020 – nowCbiz Investment Advisory Services, LLCCurrent firm
- Mar 2020 – Jul 2021Cbiz Financial Solutions, Inc.Previously
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 Cbiz Investment Advisory Services at (216) 447-9000 and ask for Patrick Carroll. Patrick works from the Roanoke, VA office.
How long has Patrick been a financial advisor?
Patrick has been in the industry since 2020, 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?
Cbiz Investment Advisory Services reports being paid by a percentage of the assets they manage, hourly fees, 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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