Unclaimed Profile

Patrick Louis Kinney

EVOLVE WEALTH ADVISORS LP·SCOTTSDALE, Arizona

Series 7, Series 66Clean record23 years registeredEVOLVE WEALTH ADVISORS LP

16427 NORTH SCOTTSDALE ROAD, SCOTTSDALE, AZ 85254CRD# 2650735Firm CRD# 316038

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Patrick Louis Kinney · SCOTTSDALE, AZ

Registration

CRD #2650735 · EVOLVE WEALTH ADVISORS LP · 23 years registered

Brand Profile

Not yet started

Career History

EVOLVE WEALTH ADVISORS LP

Aug 2021 – present

EP WEALTH ADVISORS

Sep 2016 – Aug 2021

Los Angeles, CA

CHURCHILL MANAGEMENT GROUP

Sep 2015 – Sep 2016

SOUTH PASADENA, CA

CHECK CAPITAL MANAGEMENT INC

Nov 2013 – Aug 2015

COSTA MESA, CA

AMERIVEST INVESTMENT MANAGEMENT, LLC

Jun 2009 – Oct 2013

PASADENA, CA

TD AMERITRADE, INC.

Jun 2009 – Oct 2013

PASADENA, CA

STRATEGIC ADVISERS, INC.

Mar 2005 – Feb 2009

HIGHLAND PARK, IL

STRONG CAPITAL MANAGEMENT INC

Mar 2003 – Aug 2004

CHICAGO, IL

Registrations & Exams

FINRA examinations passed

Series 7

Series 66

Registration record

First registered · March 17, 2003

Years registered · 23

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

EVOLVE WEALTH ADVISORS LP

CRD 316038 · SEC 801-122190

AUM

$21M

Regulatory assets under management

Employees

18 client accounts

Services offered by EVOLVE WEALTH ADVISORS LP

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at EVOLVE WEALTH ADVISORS LP →

Introduction

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Frequently Asked Questions

What services does Patrick Louis Kinney offer?

Patrick Louis Kinney specializes in Financial Planning, Investment Management. Contact their office in SCOTTSDALE, Arizona for a consultation.

What are Patrick Louis Kinney's credentials?

Patrick Louis Kinney is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Patrick Louis Kinney located?

Patrick Louis Kinney is based in SCOTTSDALE, Arizona, working with EVOLVE WEALTH ADVISORS LP. Their office serves clients in the SCOTTSDALE metropolitan area and surrounding communities.

How does Patrick Louis Kinney charge for services?

Patrick Louis Kinney's firm is compensated through percentage of aum, hourly charges, other: use of sub-advisers. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is EVOLVE WEALTH ADVISORS LP?

EVOLVE WEALTH ADVISORS LP has approximately 4 employees and manages $21M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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