AdvisorOS Directory
Claim Profile
PN

Patrick Dewerk Neal

DISTRIBUTION COGNIZANT, LLC·MONTEREY, California
Unclaimed Profile
288 PEARL ST, MONTEREY, CA 93940CRD# 7576771Firm CRD# 322048
01

About

Patrick Dewerk Neal is a registered financial advisor based in MONTEREY, California, affiliated with DISTRIBUTION COGNIZANT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Institutional Investors
03

Firm Overview

Firm
DISTRIBUTION COGNIZANT, LLC
DISTRIBUTION COGNIZANT, LLC
AUM
$4M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at DISTRIBUTION COGNIZANT, LLC →
Services
Portfolio management (pooled investments)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 7576771
Firm CRD# 322048
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in MONTEREY?

Browse all registered financial advisors in MONTEREY, California or claim this profile if it's yours.

Browse MONTEREY AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Patrick Dewerk Neal offer?
Patrick Dewerk Neal specializes in Investment Management, Fee-Only Advisory. Contact their office in MONTEREY, California for a consultation.
What are Patrick Dewerk Neal's credentials?
Patrick Dewerk Neal is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Patrick Dewerk Neal located?
Patrick Dewerk Neal is based in MONTEREY, California, working with DISTRIBUTION COGNIZANT, LLC. Their office serves clients in the MONTEREY metropolitan area and surrounding communities.
How does Patrick Dewerk Neal charge for services?
Patrick Dewerk Neal's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is DISTRIBUTION COGNIZANT, LLC?
DISTRIBUTION COGNIZANT, LLC has approximately 2 employees and manages $4M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in MONTEREY
Gary Eugene Douglas Alt — MONTEREY PRIVATE WEALTH, INC.Kenneth Burton Petersen — MONTEREY PRIVATE WEALTH, INC.Jeanne Marie Merrell — MONTEREY PRIVATE WEALTH, INC.Cristofer Andres Cabanillas — MONTEREY PRIVATE WEALTH, INC.Steven Charles Merrell — MONTEREY PRIVATE WEALTH, INC.
Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile