Steven John Carsello Patzke
Investment Adviser Representative at EP Wealth Advisors
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Steven John Carsello Patzke is an investment adviser representative with EP Wealth Advisors in Torrance, CA, where they have been registered since 2023. They have worked in the securities industry since 2022 and were previously registered with LPL Financial LLC. They have passed 3 industry qualification exams, including the Series 65 (investment adviser) and Series 7 (general securities representative). They are registered to provide investment advice in California and Illinois.
Office
Advisors at this office: 43
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- California, Illinois
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.
- Responsible Investment GroupAug 2021 – Jul 2023Chicago, IL
- Goodworth Wealth ManagementAug 2021 – Jul 2023Chicago, IL
- Bishop Chatard High SchoolJul 2019 – Jul 2021Indianapolis, IN
- St. Johns College High SchoolJul 2018 – Jul 2019Washington, DC
- Trader Joe'sJan 2019 – Jun 2019Bethesda, MD
- Vive Family ServicesJan 2019 – Jun 2019Washington, DC
- Boston CollegeAug 2015 – May 2018Boston, MA
- St. Cecilia ParishJun 2017 – Jan 2018Boston, MA
- Charles River Community HealthJun 2017 – May 2018Brighton, MA
- The AcademyAug 2016 – May 2017Watertown, MA
- UnemployedMay 2018 – Aug 2018Chicago, IL
- LPL Financial LLCAug 2021 – Jul 2023Chicago, IL
- EP Wealth Advisors, LLC.Jul 2023 – no end date reportedTorrance, CA
Official records & sources
Data as of June 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About EP Wealth Advisors
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
- Firm account minimum
- $500,000 (waivable)
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)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 322
- Offices listed on AdvisorFinder:
- 40
- Main office:
- Torrance, CA
- SEC file number:
- 801-29358
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of September 17, 2026
View full firm profileOther advisors at EP Wealth Advisors
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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. Steven John Carsello Patzke 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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