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Patrick J Drazga

Drazga Wealth Advisors, LLC

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About Patrick J Drazga

Patrick J. Drazga is a financial advisor registered with Drazga Wealth Advisors, LLC. Patrick has been in the financial industry since 1992 and is a Certified Financial Planner. Patrick provides financial planning and portfolio management services to individuals and high-net-worth clients. Patrick is licensed in Pennsylvania and Texas and also holds licenses for life and health insurance. Drazga Wealth Advisors, LLC provides financial planning and portfolio management services to individuals and high-net-worth clients, with over $62 million in assets under management. Patrick's experience and qualifications make him a valuable resource for individuals seeking to achieve their financial goals.

Firm Information

Patrick Drazga is currently registered with Drazga Wealth Advisors, LLC. Drazga Wealth Advisors, LLC is an independent investment advisory firm headquartered in [main office location], managing approximately $62.2 million in assets. The firm provides financial planning and portfolio management services to individuals, including high-net-worth individuals. They have a total of 206 clients, including 25 high-net-worth individuals with $49.6 million in assets under management. Drazga Wealth Advisors specializes in non-discretionary portfolio management, managing $19.5 million of client assets. The firm is registered with the SEC and is a member of the Financial Industry Regulatory Authority (FINRA).

$62.20M

Assets Under Management

2

Total Clients

1

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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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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percentage of assets

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

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Patrick Drazga’s Registration & Firm History

PA

03/28/2021 - Present

Drazga Wealth Advisors, LLC (WEXFORD PA)

PA

08/27/1992 - 07/16/2009

FIDELITY BROKERAGE SERVICES LLC (WEXFORD PA)

CT

02/19/1992 - 07/30/1992

W. S. GRIFFITH & CO., INC. (HARTFORD CT)

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Licenses & Designations

IA

Issued 05/19/1998

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/21/1992

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/11/1999

Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)

BC

Issued 12/23/1992

Series 7 - General Securities Representative Examination

BC

Issued 02/18/1992

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Patrick J Drazga.
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