Unclaimed Profile

Patrick Storm Steele

BERNZOTT CAPITAL ADVISORS·CAMARILLO, California

SIE, Series 7, Series 63, Series 65, Series 82Clean record23 years registeredBERNZOTT CAPITAL ADVISORS

888 W. VENTURA BLVD., SUITE B, CAMARILLO, CA 93010-8383CRD# 1027454Firm CRD# 104583

Profile Verification

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

Identity

Patrick Storm Steele · CAMARILLO, CA

Registration

CRD #1027454 · BERNZOTT CAPITAL ADVISORS · 23 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: BERNZOTT CAPITAL ADVISORS

US CAPITAL GLOBAL WEALTH MANAGEMENT, LLC

Mar 2019 – Jan 2022

SAN FRANCISCO, CA

US CAPITAL GLOBAL WEALTH MANAGEMENT LLC

Oct 2016 – Aug 2019

San Francisco, CA

BERNZOTT CAPITAL ADVISORS

Nov 2011 – Apr 2014

CAMARILLO, CA

THE AYCO COMPANY,L.P.

Jul 2010 – Nov 2011

IRVINE, CA

STARBUCK TISDALE & ASSOCIATES

Aug 2003 – Jun 2007

SANTA BARBARA, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Series 65

Series 82

Registration record

First registered · August 4, 2003

Years registered · 23

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BERNZOTT CAPITAL ADVISORS

CRD 104583 · SEC 801-56940

AUM

$311M

Regulatory assets under management

Employees

375 client accounts

Services offered by BERNZOTT CAPITAL ADVISORS

Per Form ADV

Portfolio management (individuals)

Portfolio management (pooled investments)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

View all advisors at BERNZOTT CAPITAL ADVISORS →

Introduction

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Frequently Asked Questions

What services does Patrick Storm Steele offer?

Patrick Storm Steele specializes in Investment Management, Wealth Management, Fee-Only Advisory.

What are Patrick Storm Steele's credentials?

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

Where is Patrick Storm Steele located?

Patrick Storm Steele is based in CAMARILLO, California, last registered with BERNZOTT CAPITAL ADVISORS.

How does Patrick Storm Steele charge for services?

Patrick Storm Steele's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is BERNZOTT CAPITAL ADVISORS?

BERNZOTT CAPITAL ADVISORS has approximately 4 employees and manages $311M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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