William
Patterson

Cullen, Patterson Capital Management, LLC

CRD#1139833
Investment Advisor
in New York, NY

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

William Patterson is a chartered financial analyst working in New York, New York who has 10 years of industry experience. Patterson works at Cullen, Patterson Capital Management, LLC. Their career trajectory has included roles at Risk Optimization Advisory and Cullen, Patterson Capital Mgmt, LLC. Patterson holds a Series 63 license, which qualifies them as a securities agent, and can advise clients in California. Cullen, Patterson Capital Management, LLC is a financial advisory business headquartered in Los Angeles, CA. The firm has just two employees. It has $132 million in assets across its seven customer accounts, placing it among the mid-sized firms in the United States by assets under management. The firm advises one charities and foundations. Of its seven client accounts, 80% are associated with high-net-worth investors who have greater than $1 million in investable assets. The advisory firm offers a set of services, including portfolio management for individuals and small businesses and other services. Fees for financial advisory services largely depend on the services offered. Fee types charged by Cullen, Patterson Capital Management, LLC can consist of some combination of asset-based and fixed fees.

Certifications and Registrations

Series 63, Chartered Financial Analyst

Years Registered*

10 years

Services Offered

Portfolio management for individuals and/or small businesses, Other

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

New York, NY

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Cullen, Patterson Capital Management, LLC Brokerage Details

Total Assets Under Management

$132,100,000

NY Average: $7,578,581,321
Total Number of Employees

2

NY Average: 43
Total Number of Accounts

7

NY Average: 3,727
Average Account Size

$18,871,429

NY Average: $2,033,427

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Other

William Patterson Work History

William has been registered as a financial advisor for 10 years.*

2013 - Present (11 years)

Cullen,Patterson Capital Mgmt, LLC

2004 - Present (20 years)

Risk Optimization Advisory

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of William Patterson 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 Cullen, Patterson Capital Management, LLC

William Patterson
New York, NY

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started