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Tracie Christine Patten

BRR OPCO, LLC·COLUMBUS, Ohio
Clean recordBRR OPCO, LLC
1801 WATERMARK DRIVE, SUITE 300, COLUMBUS, OH 43215-7088CRD# 7150221Firm CRD# 106536

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Tracie Christine Patten · COLUMBUS, OH
Registration
CRD #7150221 · BRR OPCO, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Tracie Christine Patten is a registered financial advisor based in COLUMBUS, Ohio, affiliated with BRR OPCO, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
BRR OPCO, LLC
BUDROS, RUHLIN & ROE
AUM
$3.4B
Regulatory assets under management
Employees
43
Total firm employees
View all advisors at BRR OPCO, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Other: PERCENTAGE OF ASSETS UNDER ADVISEMENT
Regulatory
SEC/IARD CRD# 7150221
Firm CRD# 106536
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Tracie Christine Patten offer?
Tracie Christine Patten specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in COLUMBUS, Ohio for a consultation.
What are Tracie Christine Patten's credentials?
Tracie Christine Patten is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Tracie Christine Patten located?
Tracie Christine Patten is based in COLUMBUS, Ohio, working with BRR OPCO, LLC. Their office serves clients in the COLUMBUS metropolitan area and surrounding communities.
How does Tracie Christine Patten charge for services?
Tracie Christine Patten's firm is compensated through percentage of aum, subscription fees, other: percentage of assets under advisement. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BRR OPCO, LLC?
BRR OPCO, LLC has approximately 43 employees and manages $3.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at BRR OPCO, LLC

Daniel Beale Roe
COLUMBUS, OH
Aaron Timothy Armstrong
COLUMBUS, OH
James Louis Budros
COLUMBUS, OH
Daniel Lawrence Due
COLUMBUS, OH
Karen Marie Thompson
COLUMBUS, OH
Brian Rocco Jack
COLUMBUS, OH

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