Patrick
Czerwinski
Merriman
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About this Advisor
Patrick Czerwinski is a financial advisor based in Eugene, Oregon, working with Merriman. Patrick has previously held positions at Keybank, Family Dollar/ Dollar Tree, The Best Western Vista Inn, Robbie Cooper, The Rope LLC, Fate Brewing Company, The Lobby, The Hilton Garden Inn, Omni Interlocken Hotel And Resort, Key Investment Services, and Merriman Wealth. Patrick has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Oregon. Currently, Patrick is part of Merriman, which operates out of Eugene, Oregon. The firm has 3 offices and 55 employees. The firm manages assets totaling $3.6 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, selection of other advisers, and other services. The fee structure at Merriman includes asset-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Merriman Brokerage Details
$3,605,822,320
55
2,370
$1,521,444
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Selection of other advisers
- Other
Patrick Czerwinski Work History
Merriman Wealth
Key Investment Services
Keybank
Family Dollar/ Dollar Tree
The Best Western Vista Inn
Robbie Cooper
The Rope LLC
Fate Brewing Company
The Lobby
The Hilton Garden Inn
Fate Brewing Company
Omni Interlocken Hotel And Resort
Disclosures
Please visit the SEC profile of Patrick Czerwinski to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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