William
Patterson
Cullen, Patterson Capital Management, LLC
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About this Advisor
William Patterson is a financial advisor based in New York, New York, working with Cullen, Patterson Capital Management, LLC. William has previously held positions at Risk Optimization Advisory and Cullen, Patterson Capital Mgmt, LLC. William has passed the Series 63 regulatory exam and is registered to provide services in California. Currently, William is part of Cullen, Patterson Capital Management, LLC, which operates out of New York, New York. The firm has 1 office and 2 employees. The firm manages assets totaling $152.6 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, as well as other services. The fee structure at Cullen, Patterson Capital Management, LLC includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Cullen, Patterson Capital Management, LLC Brokerage Details
$152,600,000
2
6
$25,433,333
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Other
William Patterson Work History
Cullen,Patterson Capital Mgmt, LLC
Risk Optimization Advisory
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
New York, NY
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