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Patrick David Rodgers

BADGLEY PHELPS WEALTH MANAGERS, LLC·SEATTLE, Washington
Series 65Clean record24 years registeredBADGLEY PHELPS WEALTH MANAGERS, LLC
1420 FIFTH AVENUE, SEATTLE, WA 98101CRD# 4557302Firm CRD# 315440

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Patrick David Rodgers · SEATTLE, WA
Registration
CRD #4557302 · BADGLEY PHELPS WEALTH MANAGERS, LLC · 24 years registered
Brand Profile
Not yet started
01

Career History

Aug 2021present
Jan 2002Aug 2021
SEATTLE, WA
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · January 22, 2002
Years registered · 24
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
BADGLEY PHELPS WEALTH MANAGERS, LLC
CRD 315440 · SEC 801-121830
AUM
$5.1B
Regulatory assets under management
Employees
37
2,648 client accounts
Services offered by BADGLEY PHELPS WEALTH MANAGERS, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Other
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Introduction

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05

Frequently Asked Questions

What services does Patrick David Rodgers offer?
Patrick David Rodgers specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SEATTLE, Washington for a consultation.
What are Patrick David Rodgers's credentials?
Patrick David Rodgers is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Patrick David Rodgers located?
Patrick David Rodgers is based in SEATTLE, Washington, working with BADGLEY PHELPS WEALTH MANAGERS, LLC. Their office serves clients in the SEATTLE metropolitan area and surrounding communities.
How does Patrick David Rodgers charge for services?
Patrick David Rodgers'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 BADGLEY PHELPS WEALTH MANAGERS, LLC?
BADGLEY PHELPS WEALTH MANAGERS, LLC has approximately 37 employees and manages $5.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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