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Gerald William Patterson

ROBUSTWEALTH, INC.·LAMBERTVILLE, New Jersey
SIE, Series 6TO, Series 7, Series 24, Series 26Clean recordROBUSTWEALTH, INC.
204 N. UNION STREET, LAMBERTVILLE, NJ 08530CRD# 4302538Firm CRD# 269919

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Gerald William Patterson · LAMBERTVILLE, NJ
Registration
CRD #4302538 · ROBUSTWEALTH, INC.
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 6TO
Series 7
Series 24
Series 26
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
ROBUSTWEALTH, INC.
CRD 269919 · SEC 801-110528
AUM
$856M
Regulatory assets under management
Employees
123
6,920 client accounts
Services offered by ROBUSTWEALTH, INC.
Per Form ADV
Portfolio management (individuals)
Selection of other advisers
Other
Client types served by the firm
Per Form ADV
Individuals
View all advisors at ROBUSTWEALTH, INC. →
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Frequently Asked Questions

What services does Gerald William Patterson offer?
Gerald William Patterson specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in LAMBERTVILLE, New Jersey for a consultation.
What are Gerald William Patterson's credentials?
Gerald William Patterson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Gerald William Patterson located?
Gerald William Patterson is based in LAMBERTVILLE, New Jersey, working with ROBUSTWEALTH, INC.. Their office serves clients in the LAMBERTVILLE metropolitan area and surrounding communities.
How does Gerald William Patterson charge for services?
Gerald William Patterson'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 ROBUSTWEALTH, INC.?
ROBUSTWEALTH, INC. has approximately 123 employees and manages $856M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at ROBUSTWEALTH, INC.

Jessica Ann Henricksen
LAMBERTVILLE, NJ
Catherine Theresa Reese
LAMBERTVILLE, NJ
Michael John Kerins
LAMBERTVILLE, NJ

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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Research
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