CP
CP

Christopher Patch

8 Years of Experience
New Orleans, LA
Broker

Christopher Patch is a registered investment advisor at Cetera Investment Advisers LLC, based in New Orleans, LA, with 8 years of industry experience. Christopher 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.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Cetera Investment Advisers LLC
December 2025 - Present · 5 mos
Cetera Investment Services LLCBroker
June 2025 - Present · 11 mos
Previous Registrations
J.P. Morgan Securities LLCBroker
April 2010 - October 2017 · 7 yrs 6 mos
J.P. Morgan Securities LLC
April 2010 - May 2012 · 2 yrs 1 mo
Edward Jones
March 2009 - October 2009 · 7 mos
Edward JonesBroker
March 2009 - October 2009 · 7 mos
State Registrations2 states
LAMS
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.
Christopher Patch - Financial Advisor | TrueAdvisor