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Robert Patrick

Investment adviser representative at Solidarity Wealth in Lehi, UT

Investment adviser registrationUpdated

Robert Patrick is an investment adviser representative at Solidarity Wealth, LLC, an investment adviser managing $704M, and works from its Lehi, UT office. Robert Patrick has been registered through Solidarity Wealth since 14 November 2025, has 0 years in the industry across 1 firm and has passed the Series 65.

0
Years in industry
0
Years at firm
1
Adviser firms
1
States registered

From the IAPD record, checked 24 October 2026SEC record

Career

Robert Patrick has been an investment adviser representative at Solidarity Wealth since November 2025, and is not listed among the firm’s executive officers or direct owners.

Solidarity Wealth, LLC is a Lehi, UT firm with $704M under management, 218 clients and 8 advisers in one office, as of its August 2026 filing.

  1. – present · under a year
    Lehi, UT · Adviser representative · Firm CRD 315843

Credentials and registrations

Investment adviser representative registrations

Robert Patrick is registered as an investment adviser representative in Utah, since November 2025.

  • UtahSince 14 November 2025

Examinations

Series 6513 November 2025
Name
Uniform Investment Adviser Law Examination

Key facts

Full name
Robert Scott Patrick
CRD
8160130
Firm
Solidarity Wealth · CRD 315843
Office
3600 N OUTLET PARKWAY, SUITE 200, Lehi, UT 84048
Registration
Investment adviser registration
In the industry since
November 2025
Disciplinary history
Not yet shown here · SEC record

Common questions

Where does Robert Patrick work?

Robert Patrick is an investment adviser representative registered through Solidarity Wealth, LLC since November 2025, and is not listed among the firm’s executive officers or direct owners.

Source: IAPD individual record, checked 24 October 2026

Is Robert Patrick a financial advisor?

Yes. Robert Patrick has a current investment-adviser registration in Utah, through Solidarity Wealth since November 2025.

Source: IAPD individual record, checked 24 October 2026

How many years of experience does Robert Patrick have?

Robert Patrick has 0 years in the financial industry, since November 2025, across 1 adviser firm.

Source: IAPD individual record, checked 24 October 2026

What exams has Robert Patrick passed?

Robert Patrick passed the Series 65 in November 2025.

Source: IAPD individual record, checked 24 October 2026

Where is Robert Patrick based?

Robert Patrick’s registered office is in Lehi, UT.

Source: IAPD individual record, checked 24 October 2026

Is Robert Patrick registered with FINRA?

No. Robert Patrick has no current broker registration.

Source: IAPD individual record, checked 24 October 2026

How can I verify Robert Patrick’s record?

Search CRD 8160130 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Robert Patrick’s full registration record.

Source: IAPD individual record, checked 24 October 2026

Leadership at Solidarity Wealth

Sources

  1. IAPD individual record, CRD 8160130, checked 24 October 2026. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of Solidarity Wealth, LLC, filed 6 August 2026. Executive officers and direct owners; this person is not among them.