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Patrick C. South

SRS Capital Advisors, LLC

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About Patrick C. South

Patrick South is a registered investment advisor representative with SRS Capital Advisors, LLC. Patrick has been in the industry since 2002. Patrick is a Managing Director of SRS Investment Services, LLC, a partnership with David A. Simon and Michael P. Riordan. All revenue and expenses associated with their collective advisory efforts run through SRS Investment Services, LLC, with profits distributed accordingly. Patrick has been a Managing Director since January of 2012. Patrick is licensed in Colorado and Pennsylvania. Patrick holds Series 7 and Series 66 securities licenses. Patrick specializes in providing financial planning, investment advisory, and portfolio management services to individuals and families.

Firm Information

Patrick South is currently registered with SRS Capital Advisors, LLC. SRS Capital Advisors, LLC is an investment advisor with a main office in Denver, CO. The firm has 25 licensed agents and 38 investment adviser representatives. SRS Capital Advisors, LLC manages approximately $2.81 billion in assets and provides advisory services to a variety of clients including high-net-worth individuals, corporations, charitable organizations, and pension plans. They offer financial planning, portfolio management for individuals, and publication of periodicals, among other services.
SRS Capital Advisors, LLC

730 17TH STREET

DENVER, CO 80202

$2.81B

Assets Under Management

Not reported

Total Clients

17

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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seminars

Seminars

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Patrick South’s Registration & Firm History

PA

01/04/2012 - Present

SRS Capital Advisors, LLC (WAYNE PA)

NY

10/22/2002 - 02/25/2004

LEHMAN BROTHERS INC. (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 10/28/2002

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/21/2002

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Patrick C. South.
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