Patricia Druckman, financial advisor Scottsdale AZ
96 score

Patricia Druckman

CRD Number: 1870297
Current Firm: Envision Capital Management Ltd

Patricia Druckman (CRD# 1870297) is an Investment Advisor Representative working at Envision Capital Management Ltd in Scottsdale, AZ and has over 27 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Envision Capital Management Ltd Scottsdale, AZ Apr 2009 - Current 7
Envision Capital Management Scottsdale, AZ Dec 2005 - Current 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1989
S65 NASAA Investment Advisors Law Examination Aug 2005
Contact Info for Patricia A. Druckman
Phone Number: 480-219-6240
Registered State(s):
  • AZ
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Other
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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