Patrice Rizzo
Investment Adviser Representative at Kestra Advisory Services, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Patrice Rizzo is an investment adviser representative with Kestra Advisory Services, LLC in Freehold, NJ, where they have been registered since 2026. They have worked in the securities industry since 2022 and were previously registered with Commonwealth Financial Network. They have passed 5 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in New Jersey and Texas.
Office
Advisors at this office: 6
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- New Jersey, Texas
- Broker:
19 states and territories
Arizona, California, Connecticut, Delaware, District of Columbia, Florida, Georgia, Kentucky, Maine, Maryland, Massachusetts, New Jersey, New York, North Carolina, Ohio, Pennsylvania, South Carolina, Texas, Wisconsin
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Kestra Investment Services, LLCMay 2026 – no end date reportedFreehold, NJ
- Kestra Advisory Services LLCMay 2026 – no end date reportedFreehold, NJ
- AmazonJul 2016 – Nov 2021Carteret, NJ
- Northwestern Mutual Life Insurance CompanyDec 2021 – May 2022Milwaukee, WI
- Northwestern Mutual Investment Services LLCMar 2022 – Jan 2023Annandale, NJ
- Northwestern Mutual Wealth Management CompanyMar 2023 – Jan 2024Milwaukee, WI
- Bda1, LLCMar 2024 – Oct 2024Annandale, NJ
- Commonwealth Financial NetworkNov 2024 – May 2026Waltham, MA
- Arkhitekton Financial GroupNov 2024 – May 2026Freehold, NJ
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Kestra Advisory Services, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Estimated blended rate
- 0.025
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$25B+
- Firm disclosures (Form ADV)
- Disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 1,427
- Offices listed on AdvisorFinder:
- 26
- Main office:
- Austin, TX
- SEC file number:
- 801-56126
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of September 22, 2026
View full firm profileOther advisors at Kestra Advisory Services, LLC
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Patrice Rizzo 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.
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