Sheryl
Patterson

Wedbush Securities Inc

CRD#2401932
Investment Advisor
in Seattle, WA

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Sheryl Patterson is a certified financial planner who works in Seattle, Washington who has 16 years of industry experience. Patterson currently works for Wedbush Securities Inc. They have been employed by Wedbush Securities Inc for their entire career. Patterson maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and can work in Washington. Wedbush Securities Inc is a registered investment company operating out of Los Angeles, CA. It has offices in 58 locations and a total of 920 financial advisors. It handles $4 billion in assets across its 8,553 customer accounts, making it one of the largest financial advisory firms in the United States by assets under management. The firm provides financial advisory services to 21 charitable organizations. Of its 8,553 client accounts, just 14% belong to high-net-worth individuals who have greater than $1 million in assets. Wedbush Securities Inc performs a wide array of services, including 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. Fees for financial advice depend on which services the firm provides the client. Fee types billed by Wedbush Securities Inc likely include asset-based, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™

Years Registered*

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, Fixed Fees, Commissions

Office Location

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

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Wedbush Securities Inc Brokerage Details

Total Assets Under Management

$3,857,311,726

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

920

WA Average: 43
Total Number of Accounts

8,553

WA Average: 3,727
Average Account Size

$450,989

WA Average: $2,033,427

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 been registered as a financial advisor for 16 years.*

2004 - Present (20 years)

Wedbush Morgan Securities

*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 Sheryl Patterson 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 Wedbush Securities Inc

Robert Howard
Dallas, TX
Alicia Sorensen
Los Angeles, CA
Jonathan Monaco
Newport Beach, CA
Wendy Olson
Gleneden Beach, OR
Paul Delzio
Sacramento, CA
David Yi
Los Angeles, CA
Jordan Tiu
Los Angeles, CA
Eliza Forastieri-Pitsikalis
Jersey City, NJ

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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started