Patrick Roberts has been Managing Partner of Market Street Wealth Management Advisors since January 2022, is a control person of the firm and directly owns between 10% and 25% of it.
Market Street Wealth Management Advisors, LLC is an Indianapolis, IN firm with $776M under management, 427 clients and 8 advisers across 8 offices, as of its May 2026 filing.
Patrick Roberts’ longest registration is the current one, 11 years at Market Street Wealth Management Advisors since 2015. Before joining Market Street Wealth Management Advisors in 2015, Patrick Roberts was registered through Veros Partners, Inc.
- – present · 11 yearsAdviser representative · Firm CRD 122212
- Veros Partners, Inc.– · under a yearIndianapolis, IN · Adviser representative · Firm CRD 122299
Investment adviser representative registrations
Patrick Roberts is registered as an investment adviser representative in Indiana, since October 2015.
- IndianaSince 19 October 2015
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 20 October 2014 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Patrick Kyle Roberts
- CRD
- 6359909
- Firm
- Market Street Wealth Management Advisors · CRD 122212
- Role
- Managing Partner
- Registration
- Investment adviser registration
- In the industry since
- December 2014
- Disciplinary history
- Not yet shown here · SEC record
Where does Patrick Roberts work?
Patrick Roberts has been Managing Partner of Market Street Wealth Management Advisors, LLC since January 2022, and is a control person of the firm.
Is Patrick Roberts a financial advisor?
Yes. Patrick Roberts has a current investment-adviser registration in Indiana, through Market Street Wealth Management Advisors since October 2015.
How many years of experience does Patrick Roberts have?
Patrick Roberts has 11 years in the financial industry, since December 2014, across 2 adviser firms.
What exams has Patrick Roberts passed?
Patrick Roberts passed the Series 65 in October 2014.
Where did Patrick Roberts work before Market Street Wealth Management Advisors?
Before Market Street Wealth Management Advisors, Patrick Roberts was registered through Veros Partners, Inc., October 2014 to August 2015.
Is Patrick Roberts registered with FINRA?
No. Patrick Roberts has no current broker registration.
How can I verify Patrick Roberts’ record?
Search CRD 6359909 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Patrick Roberts’ full registration record.