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Patrick Lee Sizemore

STRATEGIC WEALTH MANAGEMENT INC·KIRKLAND, Washington
STRATEGIC WEALTH MANAGEMENT INC
105 CENTRAL WAY, KIRKLAND, WA 98033-6162CRD# 1053225Firm CRD# 107180

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Patrick Lee Sizemore · KIRKLAND, WA
Registration
CRD #1053225 · STRATEGIC WEALTH MANAGEMENT INC
Brand Profile
Not yet started
Disclosure history
2 disclosures on file · See FINRA BrokerCheck for full record
01

About

Patrick Lee Sizemore is a registered financial advisor based in KIRKLAND, Washington, affiliated with STRATEGIC WEALTH MANAGEMENT INC. 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
Nonprofits & Foundations
Introduction

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03

Firm Overview

Firm
STRATEGIC WEALTH MANAGEMENT INC
STRATEGIC WEALTH MANAGEMENT INC
AUM
$623M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at STRATEGIC WEALTH MANAGEMENT INC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 1053225
Firm CRD# 107180
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Patrick Lee Sizemore offer?
Patrick Lee Sizemore specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in KIRKLAND, Washington for a consultation.
What are Patrick Lee Sizemore's credentials?
Patrick Lee Sizemore is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Patrick Lee Sizemore located?
Patrick Lee Sizemore is based in KIRKLAND, Washington, working with STRATEGIC WEALTH MANAGEMENT INC. Their office serves clients in the KIRKLAND metropolitan area and surrounding communities.
How does Patrick Lee Sizemore charge for services?
Patrick Lee Sizemore'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 STRATEGIC WEALTH MANAGEMENT INC?
STRATEGIC WEALTH MANAGEMENT INC has approximately 6 employees and manages $623M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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