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Patrick Mccraw

31 Years of Experience
New Orleans, LA
Broker

Patrick Mccraw is a registered investment advisor at Cetera Investment Advisers LLC, based in New Orleans, LA, with 31 years of industry experience. Patrick operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

701 Poydras Street, New Orleans, LA, 70139

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Patrick co-owns Three Oaks Farm, LLC, a hunting camp. He also owns SIP Outdoors, LLC, a retail store where he is not involved in day-to-day operations, and SIP Development, LLC, where he owns a building.

Employment History
Current Registrations
Cetera Investment Advisers LLC
October 2024 - Present · 1 yr 7 mos
Cetera Investment Services LLCBroker
October 2024 - Present · 1 yr 7 mos
Previous Registrations
Prudential Financial Planning Services
March 2016 - August 2024 · 8 yrs 5 mos
Pruco Securities, LLC.Broker
February 2016 - August 2024 · 8 yrs 6 mos
Eagle Strategies LLC
July 2013 - October 2015 · 2 yrs 3 mos
Nylife Securities LLCBroker
April 1994 - October 2015 · 21 yrs 6 mos
State Registrations9 states
ALARCAFLGALAMSNYTX
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.