Patrick
Nee
Cwm, LLC
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About this Advisor
Patrick Nee is a financial advisor based in Providence, Rhode Island, working with Cwm, LLC. Patrick has previously held positions at New York Life Insurance Company, Alpha Pension Group, Inc, Boston Retirement Group, LLC, Msi Financial Services, Inc, Mml Investors Services, LLC, Mass Mutual Life Insurance Company, and Cwm, LLC. Patrick has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Massachusetts, Rhode Island, and Texas. Currently, Patrick is part of Cwm, LLC, which operates out of Providence, Rhode Island. The firm has 165 offices and 1,111 employees. The firm manages assets totaling $26.8 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and other services. The fee structure at Cwm, LLC includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Cwm, LLC Brokerage Details
$26,774,389,503
1,111
110,327
$242,682
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Other
Patrick Nee Work History
Cwm, LLC
Boston Retirement Group, LLC
Mass Mutual Life Insurance Company
Mml Investors Services, LLC
Msi Financial Services, Inc
Alpha Pension Group, Inc
New York Life Insurance Company
Disclosures
Please visit the SEC profile of Patrick Nee 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 Cwm, LLC
Foxboro, MA
Littleton, CO
Omaha, NE
Omaha, NE
Kennewick, WA
Omaha, NE
Hastings, NE
Pittsburgh, PA
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