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Bradley Dean Patrick

CEDAR MOUNTAIN ADVISORS, LLC·LAKE OSWEGO, Oregon
SIE, Series 6, Series 7, Series 63ChFCClean record24 years registeredCEDAR MOUNTAIN ADVISORS, LLC
5285 MEADOWS RD, LAKE OSWEGO, OR 97035CRD# 2201228Firm CRD# 140339

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Bradley Dean Patrick · LAKE OSWEGO, OR
Registration
CRD #2201228 · CEDAR MOUNTAIN ADVISORS, LLC · 24 years registered
Brand Profile
Not yet started
01

Career History

CEDAR MOUNTAIN ADVISORS, LLC
Aug 2006 – present
NEW ENGLAND SECURITIES CORPORATION
Feb 2002 – Aug 2006
PORTLAND, OR
02

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Series 7
Series 63
Registration record
First registered · February 28, 2002
Years registered · 24
Professional designation · ChFC
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
CEDAR MOUNTAIN ADVISORS, LLC
CRD 140339 · SEC 801-68704
AUM
$870M
Regulatory assets under management
Employees
10
2,364 client accounts
Services offered by CEDAR MOUNTAIN ADVISORS, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at CEDAR MOUNTAIN ADVISORS, LLC →
Introduction

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05

Frequently Asked Questions

What services does Bradley Dean Patrick offer?
Bradley Dean Patrick specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in LAKE OSWEGO, Oregon for a consultation.
What are Bradley Dean Patrick's credentials?
Bradley Dean Patrick holds the following professional designations: ChFC. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Bradley Dean Patrick located?
Bradley Dean Patrick is based in LAKE OSWEGO, Oregon, working with CEDAR MOUNTAIN ADVISORS, LLC. Their office serves clients in the LAKE OSWEGO metropolitan area and surrounding communities.
How does Bradley Dean Patrick charge for services?
Bradley Dean Patrick's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CEDAR MOUNTAIN ADVISORS, LLC?
CEDAR MOUNTAIN ADVISORS, LLC has approximately 10 employees and manages $870M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at CEDAR MOUNTAIN ADVISORS, LLC

Adam Lee Woods
LAKE OSWEGO, OR

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Nearby cities in Oregon
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Research
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