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Patrick Nee

CWM, LLC

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About Patrick Nee

Patrick Nee is a financial advisor with over 20 years of experience in the industry. Patrick currently works at CWM, LLC and is registered as an Investment Advisor Representative in Massachusetts, Rhode Island, and Texas. Patrick has a strong background in the financial services industry, having held previous positions with MSI Financial Services, Inc., MML Investors Services, LLC, and NYLIFE Securities LLC. Patrick is a highly skilled and experienced financial advisor who is committed to helping clients achieve their financial goals.

Firm Information

Patrick Nee is currently registered with CWM, LLC. CWM, LLC is a registered investment adviser based in Omaha, NE, with over 475 investment adviser representatives. The firm manages a total of $26.77 billion in client assets, primarily for high-net-worth individuals, individuals other than high-net-worth, corporations or other businesses, and pension and profit-sharing plans. The firm offers advisory services such as financial planning, portfolio management for individuals, selection of other advisers, and sub-advisory services for other investment advisory firms. The firm also participates in wrap fee programs.
CWM, LLC

14600 BRANCH ST.

OMAHA, NE 68154

$26.77B

Assets Under Management

629

Total Clients

448

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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sub-advisory services for other investment advisory firms

Sub-advisory services for other investment advisory firms

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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other

Solicitor fees from other investment advisors

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Patrick Nee’s Registration & Firm History

RI

10/22/2020 - Present

CWM, LLC (Providence RI)

MA

03/25/2017 - 10/26/2020

MML INVESTORS SERVICES, LLC (WELLESLEY MA)

MA

08/09/2016 - 03/25/2017

MSI FINANCIAL SERVICES, INC. (WELLESLEY MA)

MA

02/14/2002 - 08/15/2016

NYLIFE SECURITIES LLC (WALTHAM MA)

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Licenses & Designations

IA

Issued 08/22/2006

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/20/2002

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/16/2022

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/13/2002

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Patrick Nee.
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