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Bradley Dean Patrick

Cedar Mountain Advisors, LLC

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About Bradley Dean Patrick

Bradley Dean Patrick is a registered investment advisor representative with Cedar Mountain Advisors, LLC, and has been in the industry for over 25 years. Bradley Dean Patrick holds a Series 6, Series 7, Series 63, and SIE licenses, and is a Chartered Financial Consultant. In addition to providing investment advisory services, Bradley Dean Patrick also offers fixed insurance sales. Bradley Dean Patrick has been registered with Securities America, Inc. and New England Securities in the past. Bradley Dean Patrick’s current registrations are active in Oregon and Texas.

Firm Information

Bradley Patrick is currently registered with Cedar Mountain Advisors, LLC. Cedar Mountain Advisors, LLC is an investment advisor based in Lake Oswego, OR, with 11 employees. They manage approximately $870,055,587 in client assets, offering financial planning, pension consulting, and portfolio management services to individuals, businesses, high net worth individuals, pension and profit-sharing plans, and corporations.
Cedar Mountain Advisors, LLC

5285 MEADOWS RD

LAKE OSWEGO, OR 97035

$870.06M

Assets Under Management

Not reported

Total Clients

6

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Bradley Patrick’s Registration & Firm History

OR

01/20/2017 - Present

Cedar Mountain Advisors, LLC (LAKE OSWEGO OR)

OR

07/31/2006 - 10/07/2019

SECURITIES AMERICA, INC. (PORTLAND OR)

OR

02/05/1992 - 08/02/2006

NEW ENGLAND SECURITIES (PORTLAND OR)

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Licenses & Designations

BC

Issued 12/24/1991

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/07/2005

Series 7 - General Securities Representative Examination

BC

Issued 12/24/1991

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Bradley Dean Patrick.
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