Patrick MeyerCRD Number: 5768026
Current Firm: Weatherhelm Capital Management LLC
Patrick Meyer (CRD# 5768026) is an Investment Advisor Representative working at Weatherhelm Capital Management LLC in Cambridge, NY and has over 12 years of experience in the finance industry.
Lpl Financial LLC
Goldman Sachs Ayco Personal Financial Management
Cetera Investment Advisers LLC
|Weatherhelm Capital Management LLC||Cambridge, NY||Nov 2019 - Current||3|
|Docusign||Seattle, WA||May 2017 - Current||5|
|King Muir Fund Advisors||Chicago, IL||Jan 2015 - Apr 2017||2|
|Northern Trust Bank||Chicago, IL||Mar 2010 - Dec 2014||4|
|Northern Trust Securities Inc.||Chicago, IL||Mar 2010 - Dec 2014||4|
|Northern Trust Investments||Chicago, IL||Sep 2007 - Dec 2014||7|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 2010|
|S65||NASAA Investment Advisors Law Examination||Nov 2019|
Total Assets Under Management49MILLIONS
Total Number of Accounts185ACCOUNTS
Average Account Value$267,126
- A percentage of assets under your management
- Hourly charges
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
FL, NH, NY, OH, VT, WA
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