Patrick
Sier
Scf Investment Advisors, Inc
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About this Advisor
Patrick Sier is a certified financial planner who works out of Barrington, Rhode Island who has 9 years of industry experience. Sier is an advisor for Scf Investment Advisors, Inc. During their career, Sier has held roles at Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America, Na, Scf Securities, Inc and Scf Investment Advisors, Inc. Sier maintains Series 63 and Series 66 licenses, qualifying them as a securities broker, and can advise clients in Rhode Island. Scf Investment Advisors, Inc is a registered investment firm operating out of Fresno, CA. The firm has offices in 73 locations and a total of 267 employees. It oversees $2 billion in assets under management across its 7,762 customer accounts, making it one of the biggest firms in the country by assets under management. The firm advises four charities and foundations. Of its 7,762 accounts, just 4% belong to high-net-worth individuals who have greater than $1 million in investable assets. The company provides a diverse array of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. Financial management fee schedules largely vary depending on the financial services provided. However, fees charged by Scf Investment Advisors, Inc most likely include any blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Scf Investment Advisors, Inc Brokerage Details
$1,771,389,008
267
7,762
$228,213
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Patrick Sier Work History
Patrick has been registered as a financial advisor for 9 years.*
Scf Securities, Inc
Scf Investment Advisors, Inc
Merrill Lynch, Pierce, Fenner & Smith Inc
Bank Of America,Na
*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 Patrick Sier 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 Scf Investment Advisors, Inc
Fresno, CA
Dallas, TX
Fresno, CA
Fresno, CA
Fresno, CA
Prescott Valley, AZ
Safford, AZ
Bakersfield, CA
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.
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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.
