Unclaimed Profile

Patrick Wayne Sharp

CERTEZA FUND ADVISORS LLC·PROVIDENCE, Utah

Series 3, Series 65Clean record5 years registeredCERTEZA FUND ADVISORS LLC

565 W 465 N, PROVIDENCE, UT 84332CRD# 7296145Firm CRD# 310848

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Patrick Wayne Sharp · PROVIDENCE, UT

Registration

CRD #7296145 · CERTEZA FUND ADVISORS LLC · 5 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: CERTEZA FUND ADVISORS LLC

CERTEZA FUND ADVISORS LLC

May 2021 – Dec 2022

PROVIDENCE, UT

Registrations & Exams

FINRA examinations passed

Series 3

Series 65

Registration record

First registered · May 19, 2021

Years registered · 5

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CERTEZA FUND ADVISORS LLC

CRD 310848 · SEC 801-119809

AUM

$20M

Regulatory assets under management

Employees

1 client accounts

Services offered by CERTEZA FUND ADVISORS LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

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Introduction

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Frequently Asked Questions

What services does Patrick Wayne Sharp offer?

Patrick Wayne Sharp specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory.

What are Patrick Wayne Sharp's credentials?

Patrick Wayne Sharp is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Patrick Wayne Sharp located?

Patrick Wayne Sharp is based in PROVIDENCE, Utah, last registered with CERTEZA FUND ADVISORS LLC.

How does Patrick Wayne Sharp charge for services?

Patrick Wayne Sharp'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 CERTEZA FUND ADVISORS LLC?

CERTEZA FUND ADVISORS LLC has approximately 3 employees and manages $20M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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Other Advisors at CERTEZA FUND ADVISORS LLC

James Henry Macfarlane

PROVIDENCE, UT

Brett Ronald Nelson

PROVIDENCE, UT

Browse by Specialty

Investment Management Retirement Planning Wealth Management Financial Planning Fee-Only Advisory Financial Education

Nearby cities in Utah

SALT LAKE CITY (177)PROVO (32)LEHI (31)DRAPER (31)OREM (28)SANDY (27)ST. GEORGE (16)LOGAN (15)SOUTH JORDAN (13)HOLLADAY (12)

City Guides

SALT LAKE CITY Guide PROVO Guide LEHI Guide DRAPER Guide OREM Guide

Research

Advisor Fees in Utah National Fee Analysis

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