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Bradley Dean Patrick

ChFC®, CLU®

CEDAR MOUNTAIN ADVISORS

LAKE OSWEGO, OR

·CRD# 2201228·34 years experience

Professional Summary

Bradley Dean Patrick, ChFC®, CLU® is a registered financial advisor currently at CEDAR MOUNTAIN ADVISORS, LLC located in Lake Oswego, Oregon. Bradley is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1992. Bradley has worked at 3 firms and has passed the Series 63, SIE, Series 7 and Series 6 exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Blog Corner

What Does a Financial Advisor Do? Understanding Their Role, Services, and Value

What Does a Financial Advisor Do? Understanding Their Role, Services, and Value

Do I Need a Financial Advisor? A Complete Guide to Deciding If It’s Right for You

Do I Need a Financial Advisor? A Complete Guide to Deciding If It’s Right for You

What Are Financial Values and How to Align Them With Your Financial Goals

What Are Financial Values and How to Align Them With Your Financial Goals

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

Email

xxxxx@xxxx.xxx

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

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Credentials

ChFC®

Chartered Financial Consultant

CLU®

Chartered Life Underwriter

Years of Experience

34 years in the financial services industry

Current & Past Employments

CEDAR MOUNTAIN ADVISORS, LLC·CRD# 140339

RIA

5285 Meadows Rd Suite 360, Lake Oswego, OR 97035

August 2, 2006 - Present

SECURITIES AMERICA, INC.·CRD# 10205

BD

Portland, OR

July 31, 2006 - October 7, 2019

NEW ENGLAND SECURITIES·CRD# 615

RIA

Portland, OR

February 28, 2002 - August 2, 2006

NEW ENGLAND SECURITIES·CRD# 615

BD

Portland, OR

February 5, 1992 - August 2, 2006

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Current Firm

CM

CEDAR MOUNTAIN ADVISORS, LLC

CEDAR MOUNTAIN ADVISORS, LLC

CRD#: 140339 / SEC#: 801-68704

RIA

Registered Investment Advisory firm - SEC (1/3/2008 Approved)

Oregon

Registered Investment Advisory firm - Oregon (2/4/2008 Terminated)

Washington

Registered Investment Advisory firm - Washington (2/4/2008 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

Contact Information

Main Address

5285 Meadows Rd Suite 360, Lake Oswego, OR 97035

Phone Number

(503) 224-6868

# of Employees

10

SEC notice filing (8 States and Territories)

Registered to provide investment advisory services in 8 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

CEDAR MOUNTAIN ADVISORS - ADV PART 2A (CRD# 140339) (3/24/2026)

Regulatory Assets Under Management

Total Number of Accounts

2,433

AUM (Assets Under Management)

$1,197,759,928

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Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

BRAD PATRICK POSITION: Sales NATURE: Fixed Insurance Sales INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 07/01/2006 ADDRESS: 5285 MEADOWS RD SUITE 360, Lake Oswego, OR 97035 DESCRIPTION: Sales of Life, Disability, and LTC insurance

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Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

CM

CEDAR MOUNTAIN ADVISORS, LLC

CEDAR MOUNTAIN ADVISORS, LLC

CRD#: 140339 / SEC#: 801-68704

RIA

Registered Investment Advisory firm - SEC (1/3/2008 Approved)

Oregon

Registered Investment Advisory firm - Oregon (2/4/2008 Terminated)

Washington

Registered Investment Advisory firm - Washington (2/4/2008 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

IAR

Oregon
(8/4/2006)

IAR

Texas
(1/20/2017)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 63 — Uniform Securities Agent State Law Examination

Passed Dec 1991About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Dec 2005About the Series 7 exam

Series 6 — Investment Company Products/Variable Contracts Representative Examination

Passed Dec 1991About the Series 6 exam

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CRS (Client Relationship Summary) - RIA

Click below to view Bradley Dean Patrick's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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BP

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