Justin Patrick is a control person of Dynamic Advisor Solutions and directly owns under 5% of it. Justin Patrick studied at Texas Tech University.
Dynamic Advisor Solutions is an investment adviser based in Phoenix, AZ, registered with the SEC since 2011. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and pension and profit-sharing plans. Its regulatory assets under management total $5.64 billion, as filed on 17 August 2026. Its fees, ownership and offices are on the firm’s profile.
Justin Patrick is Chief Technology Officer of Dynamic Advisor Solutions. He works to bring efficiencies by combining automation technology and methods with regular processes for Dynamic's team and the advisory practices it serves. He has worked in the technology industry for over 25 years and in 2000 founded an IT consulting and management firm in Phoenix, AZ.
- CRD
- 7710449
- Firm
- Dynamic Advisor Solutions · CRD 151367
- Role
- Chief Technology Officer
- In role since
- December 2019 · 6 years
- Control person
- Yes
- Direct ownership
- Under 5%
- Firm headquarters
- Phoenix, AZ
- Individual registration
- No current adviser record · SEC search
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- dynamicadvisorsolutions.com
Where does Justin Patrick work?
Justin Patrick has been Chief Technology Officer of Dynamic Advisor Solutions LLC since December 2019, and is a control person of the firm.
How can I verify Justin Patrick’s record?
Justin Patrick’s role is listed on Dynamic Advisor Solutions LLC’s Form ADV, which the SEC’s adviser search (adviserinfo.sec.gov) publishes under the firm’s CRD 151367.
