William Patterson, financial advisor Weehawken NJ
96 score

William Patterson

CRD Number: 1139833
Current Firm: Cullen, Patterson Capital Management, LLC

William Patterson (CRD# 1139833) is an Investment Advisor Representative working at Cullen, Patterson Capital Management, LLC in Weehawken, NJ and has over 17 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Cullen,patterson Capital Mgmt, LLC Los Angeles, CA Jan 2013 - Current 3
Risk Optimization Advisory New York, NY Jan 2004 - Current 12
Mccullough & Associates LLC San Francisco, CA Oct 2010 - Sep 2012 1
Lehman Bros Holding Inc. New York, NY Mar 2009 - May 2010 1
Gates Advisors Inc. New York, NY Sep 2003 - Dec 2007 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1999
Contact Info for William B. Patterson
Phone Number: 323 851 7308
Firm Website: http://www.cpcm-llc.com
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    130
    MILLIONS
  • Total Number of Accounts
    11
    ACCOUNTS
  • Average Account Value
    $11,818,182
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States

CA

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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