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Elias Stephen Patrick

Investment Adviser Representative at DRIVE WEALTH ADVISERS

Charlottesville, VACRD #7976563Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
2 yrs
States Registered
1 states
Exams Passed
5

Registrations & licenses

Registration type
Dual-registered
Registered in 1 states
Virginia
Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 3/19/2025
Series 63
Uniform Securities Agent State Law Examination
Passed 12/9/2024
Series 79TO
Investment Banking Registered Representative Examination
Passed 5/14/2025
Series 7TO
General Securities Representative Examination
Passed 11/13/2024
SIE
Securities Industry Essentials Examination
Passed 9/16/2024

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Blended rate
0.02
Source

DRIVE WEALTH ADVISERS Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

FINALIS SECURITIES LLCCurrent
7/17/2025New York, NY
CREWE CAPITAL
2/5/20257/14/2025SALT LAKE CITY, UT
STONEHAVEN, LLC
11/13/20241/22/2025NEW YORK, NY

Official records & sources

Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Elias Stephen Patrick has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

Elias Stephen Patrick - Financial Advisor in Charlottesville, VA | AdvisorFinder