Sheryl
Patterson

Wedbush Securities Inc

CRD#2401932
Investment Advisor
in Seattle, WA

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About this Advisor

Sheryl Patterson is a financial advisor based out of Seattle, Washington, who has 16 years of experience as a financial advisor. Patterson works at Wedbush Securities Inc. They have been employed by Wedbush Securities Inc for the entirety of their career. Patterson maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to operate in Arizona, Colorado, District Of Columbia, Louisiana, New Hampshire, Oregon and Washington. Wedbush Securities Inc is a registered investment firm based in Seattle, Washington. The firm has offices in 61 locations and a total of 800 people on staff. It oversees $2 billion in assets among its 6,067 customer accounts, placing it among the biggest investment advisory firms in the United States by assets under management. The firm serves 23 charitable organizations. Of its 6,067 customer accounts, just 6% belong to high-net-worth clients who have greater than $1 million in investable assets. The company performs a diverse assortment of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Financial management fee schedules usually are based on which service is provided. However, fees billed by Wedbush Securities Inc can include asset-based, hourly, fixed, commission-based and performance-based fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

16 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions, Performance-based Fees

Disclosures

No

Office Location

Two Union Square Ste 5050 601 Union Street
Seattle, WA 98101

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Wedbush Securities Inc Brokerage Details

Total Assets Under Management

$2,397,975,077

WA Average: $7,578,581,321
Total Number of Employees

800

WA Average: 43
Total Number of Accounts

6,067

WA Average: 3,727
Average Account Size

$395,249

WA Average: $2,033,427

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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
  • Selection of other advisers
  • Educational seminars/workshops

Sheryl Patterson Work History

Sheryl has 16 years of experience.

2004 - Present (17 years)

Wedbush Morgan Securities

Disclosures

Sheryl Patterson has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Wedbush Securities Inc

John Crumplar
Denver, CO
Max Seeget
Los Angeles, CA
Ashenafi Guiles
Los Angeles, CA
John Wilkinson
Dallas, TX
Terrence Flynn
Honolulu, HI
Hardeep Singh
Sacramento, CA
Robert Kennally
Los Angeles, CA
Bruce Jacobson
La Jolla, CA

This content was compiled from the SEC and FINRA.

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