Sabin Investment Management
44yrs
Top advisor by experience in Lehi
New
Robert Patrick is a fiduciary financial advisor in Lehi, Utah, registered since Nov 2025. Robert joined Solidarity Wealth in 2025, a firm offering financial planning and investment management. Solidarity Wealth reports being paid through a percentage of assets, subscription fees, and flat fees.
One of 247 advisors with offices in Lehi, and one of 235 fiduciaries.
At a glance
ExperienceNew to the profession (since Nov 2025)
How that compares ?New to the profession
Office3600 N Outlet Parkway Suite 200, Lehi, UT 84048
How the firm is paid ?Percent of assets, Subscription, Flat fee
Typical client at the firm ?$3.23 million
Advisors at the firm9
States licensed ?1 state
Services through Solidarity Wealth
Financial planningInvestment management for individuals and small businesses
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
- Nov 2025 – nowSolidarity Wealth, LLCCurrent firm
Questions to ask Robert
Tailored to Robert’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- 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 Robert
How do I contact Robert?
Call Solidarity Wealth at (385) 374-1665 and ask for Robert Patrick. Robert works from the Lehi, UT office.
How long has Robert been a financial advisor?
Robert is new to the profession, registered since Nov 2025, and holds 1 license.
What licenses does Robert hold?
Series 65. Tap any license on this page to see what it allows.
Is Robert a fiduciary?
Robert is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Robert paid?
Solidarity Wealth reports being paid by a percentage of the assets they manage, subscription fees, flat or fixed fees. Ask Robert 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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