Sheryl Patterson is a CFP-designated registered investment advisor at Wedbush Securities INC., based in Seattle, WA, with 32 years of industry experience. Sheryl is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, High Net Worth, Insurance Planning, Investment Management, and 1 more. Their firm serves 10,048 clients with $5.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 3.00% |
| $250K - $500K | 2.80% |
| $500K - $1.0M | 2.50% |
| $1.0M - $3.0M | 1.90% |
| $3.0M - $5.0M | 1.60% |
| $5M+ | 1.60% |
Fees for accounts over $5,000,000 are negotiable. Accounts are subject to minimum annual fees ranging from $250 to $1,000 depending on the program.
Fee Estimator
Location
Two Union Square Ste 5050, 601 Union Street, Seattle, WA, 98101
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Sheryl co-owns rental houses managed by Patterson Property MGMT LLC, dedicating time as needed for maintenance and renting. She also works full-time as a Managing Director for Nautics Wealth Management, a DBA for Wedbush Securities, focusing on retirement planning and investment management.
Employment History
Current Registrations
Wedbush Securities INC.
Wedbush Securities INC.Broker
Previous Registrations
Wachovia Securities, LLC
Wachovia Securities, LLCBroker
Prudential Securities IncorporatedBroker
State Registrations38 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
More Advisors
- Scott SmallmanWedbush Securities INC.
- Matthew KelleherWedbush Securities INC.
- Gene WongWedbush Securities INC.
- Marc Girardot, CFPCs Planning CORP
- Glen Kim, ChFCIndependent Financial Group, LLC
- Mckenzie Granston, CFPFreestone Capital Management, LLC