Bradley
Patrick

Cedar Mountain Advisors, LLC

CRD#2201228
Investment Advisor
in Portland, OR
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About this Advisor

Bradley Patrick is a chartered financial consultant operating out of Portland, Oregon, who has 12 years in the industry. Patrick currently works for Cedar Mountain Advisors, LLC. Throughout their career, they have worked at Cedar Mountain Advisors, LLC and Securities America, Inc. Patrick maintains a Series 63 license, certifying them as a securities representative, and can operate in California, Washington, Oregon and Texas. Cedar Mountain Advisors, LLC is a registered investment company headquartered in Portland, Oregon. It manages $505 million in assets across its 915 client accounts, making it one of the bigger investment advisory firms in the nation by assets under management. Of its 915 accounts, 16% belong to high-net-worth investors who have at least $1 million in assets available to invest. Cedar Mountain Advisors, LLC provides a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and pension consulting services. Fees for financial management depend on which service is provided. However, fee types billed by Cedar Mountain Advisors, LLC can be comprised of some blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Chartered Financial Consultant

Years of Experience

12 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

No

Office Location

1750 Sw Harbor Way Suite 340
Portland, OR 97201

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Cedar Mountain Advisors, LLC Brokerage Details

Total Assets Under Management

$500,498,313

OR Average: $1,120,203,312
Total Number of Employees

7

OR Average: 50
Total Number of Accounts

1,698

OR Average: 1,309
Average Account Size

$294,758

OR Average: $855,770

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services

Bradley Patrick Work History

Bradley has 12 years of experience.

2006 - Present (13 years)

Cedar Mountain Advisors, LLC

2006 - Present (13 years)

Securities America, Inc

Disclosures

Bradley Patrick has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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