Patrick Nee (CRD# 4499738) is an Investment Advisor Representative working at Cwm, LLC in Omaha, NE and has over 22 years of experience in the finance industry.
CRD# 6243132
Edward Jones
CRD# 5297231
Charles Schwab & Company, Inc.
CRD# 6157826
Principal Advised Services
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cwm, LLC | Omaha, NE | Oct 2020 - Current | 3 |
| Mass Mutual Life Insurance Company | Wellesley, MA | Aug 2016 - Current | 7 |
| Boston Retirement Group, LLC | Waltham, MA | Jul 2016 - Current | 7 |
| Mml Investors Services, LLC | Wellesley, MA | Mar 2017 - Oct 2020 | 3 |
| Msi Financial Services, Inc. | Wellesley, MA | Aug 2016 - Mar 2017 | < 1 |
| Alpha Pension Group, Inc. | Waltham, MA | Apr 2009 - Jul 2016 | 7 |
| New York Life Insurance Company | Waltham, MA | Jan 2002 - Jul 2016 | 14 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 2002 |
| S65 | NASAA Investment Advisors Law Examination | Aug 2006 |
- MA
- RI
- TX
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Total Assets Under Management26,774MILLIONS
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Total Number of Accounts110,327ACCOUNTS
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Average Account Value$242,682
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
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- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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