Patrick Meyer, financial advisor Cambridge NY

Patrick Meyer

CRD 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.

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Company Name Location Dates Years
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
Contact Info for Patrick T. Meyer
Phone Number: 518-407-3886
Firm Website: http://weatherhelm.net
Registered State(s):
  • WA
By the Numbers
  • Total Assets Under Management
    49
    MILLIONS
  • Total Number of Accounts
    185
    ACCOUNTS
  • Average Account Value
    $267,126
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

FL, NH, NY, OH, VT, WA

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