Stephen
Fitzpatrick
Sanders Morris LLC
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About this Advisor
Stephen Fitzpatrick is a financial advisor based in Dallas, Texas, working with Sanders Morris LLC. Stephen has previously held positions at Hayman Capital Mgmt and Sanders Morris Harris LLC. Stephen has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in multiple states, including Alabama, Alaska, Arizona, California, Colorado, Connecticut, Delaware, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Louisiana, Maine, Minnesota, Missouri, Montana, Nebraska, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oregon, Pennsylvania, South Dakota, Texas, Utah, Virginia, Washington, West Virginia, and Wyoming. Currently, Stephen is part of Sanders Morris LLC, which operates out of Dallas, Texas. The firm has 1 office and 28 employees. The firm manages assets totaling $819.9 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Sanders Morris LLC includes asset-based, fixed, and performance-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Sanders Morris LLC Brokerage Details
$819,924,163
28
729
$1,124,725
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Stephen Fitzpatrick Work History
Sanders Morris Harris LLC
Hayman Capital Mgmt
Disclosures
Please visit the SEC profile of Stephen Fitzpatrick to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Sanders Morris LLC
Houston, TX
Dallas, TX
Houston, TX
Houston, TX
Houston, TX
Houston, TX
Houston, TX
Dallas, TX
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