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RIA / WealthAdvisor18 years in industry

PATRICK NEAL STRADER

Advisor at DAYMARK WEALTH PARTNERS, LLC

CINCINNATI, OH | Stuart, FL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:c2d448b6-a657-9af6-390c-612d7aec5a5a

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 4:48 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Oct 26, 2007 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: DAYMARK WEALTH PARTNERS, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Oct 19, 2007earliest registration or exam on IAPD
Years in industry: 18derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 2
Exams: S66
First exam: Oct 19, 2007
First registration: Oct 26, 2007
Dual registered: no
IAPD individual key: 5117242

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
DAYMARK WEALTH PARTNERS, LLC	Independent wealth	Jun 25, 2025	n/a	yes	CINCINNATI, OH\|Stuart, FL	Current employment
WELLS FARGO ADVISORS	Wirehouse	Feb 14, 2019	Jun 25, 2025	no	FORT LAUDERDALE, FL\|SANIBEL, FL	Previous registration
MORGAN STANLEY	Wirehouse	Mar 1, 2010	Feb 22, 2019	no	Aventura, FL\|Fort Lauderdale, FL	Previous registration
CITIGROUP GLOBAL MARKETS INC.	Bd affiliated wealth	Oct 26, 2007	Oct 22, 2009	no	NEW YORK, NY\|HALLANDALE, FL\|AVENTURA, FL	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
WELLS FARGO ADVISORS	DAYMARK WEALTH PARTNERS, LLC	Jun 25, 2025	Jun 25, 2025	0	Firm change	Wirehouse to RIA
MORGAN STANLEY	WELLS FARGO ADVISORS	Feb 22, 2019	Feb 14, 2019	-8	Firm change	Wirehouse to wirehouse
CITIGROUP GLOBAL MARKETS INC.	MORGAN STANLEY	Oct 22, 2009	Mar 1, 2010	130	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
11025:320878:FL:2025-06-25	Jun 25, 2025	Jun 25, 2025	SANIBEL, FL	Firm change

Relationships

Registered with (4)

→ DAYMARK WEALTH PARTNERS, LLCRegistered adviserregistration: current employment
Jun 25, 2025 to presentfactForm ADV
→ WELLS FARGO ADVISORSRegistered adviserregistration: previous registration
Feb 14, 2019 to Jun 25, 2025factForm ADV
→ MORGAN STANLEYRegistered adviserregistration: previous registration
Mar 1, 2010 to Feb 22, 2019factForm ADV
→ CITIGROUP GLOBAL MARKETS INC.Registered adviserregistration: previous registration
Oct 26, 2007 to Oct 22, 2009factForm ADV

Dated events

Occurred
Jun 25, 2025
Advisor changed firm
Patrick Neal Strader left Wells Fargo Advisors for Daymark Wealth Partners, Llc (registered 2025-06-25)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:c2d448b6-a657-9af6-390c-612d7aec5a5a
First observed: Oct 26, 2007
Last observed: Sep 15, 2026 6 days ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

PATRICK NEAL STRADER

Advisor at DAYMARK WEALTH PARTNERS, LLC

CINCINNATI, OH | Stuart, FL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:c2d448b6-a657-9af6-390c-612d7aec5a5a

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 4:48 PM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

DAYMARK WEALTH PARTNERS, LLC

Independent wealth

Jun 25, 2025

n/a

yes

CINCINNATI, OH|Stuart, FL

Current employment

WELLS FARGO ADVISORS

Wirehouse

Feb 14, 2019

Jun 25, 2025

FORT LAUDERDALE, FL|SANIBEL, FL

Previous registration

MORGAN STANLEY

Wirehouse

Mar 1, 2010

Feb 22, 2019

Aventura, FL|Fort Lauderdale, FL

Previous registration

CITIGROUP GLOBAL MARKETS INC.

Bd affiliated wealth

Oct 26, 2007

Oct 22, 2009

NEW YORK, NY|HALLANDALE, FL|AVENTURA, FL

Previous registration

From

Left

Joined

Gap, days

Kind

Move type

WELLS FARGO ADVISORS

DAYMARK WEALTH PARTNERS, LLC

Jun 25, 2025

Firm change

Wirehouse to RIA

MORGAN STANLEY

WELLS FARGO ADVISORS

Feb 22, 2019

Feb 14, 2019

-8

Firm change

Wirehouse to wirehouse

CITIGROUP GLOBAL MARKETS INC.

MORGAN STANLEY

Oct 22, 2009

Mar 1, 2010

130

Firm change

Other

Team

Left

Joined

From

Kind

11025:320878:FL:2025-06-25

Jun 25, 2025

SANIBEL, FL

Firm change