Bradley D. Patrick

CEDAR MOUNTAIN ADVISORS

Lake Oswego, OR 97035

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CRD#: 2201228

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.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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

Blog Corner

CRS (Client Relationship Summary) - RIA

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

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

ChFC^®

Chartered Financial Consultant

CLU^®

Chartered Life Underwriter

Experience

Current

August 2, 2006 - Present

CEDAR MOUNTAIN ADVISORS, LLC

Office #1: 5285 Meadows Rd Suite 360, Lake Oswego, OR 97035

RIA

CRD#: 140339

Lake Oswego, OR

Past

July 31, 2006 - October 7, 2019

SECURITIES AMERICA, INC.

CRD#: 10205

PORTLAND, OR

Past

February 28, 2002 - August 2, 2006

NEW ENGLAND SECURITIES

RIA

CRD#: 615

PORTLAND, OR

Past

February 5, 1992 - August 2, 2006

NEW ENGLAND SECURITIES

CRD#: 615

PORTLAND, OR

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".

CEDAR MOUNTAIN ADVISORS, LLC

CRD#: 140339 / SEC#: 801-68704

RIA

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

Oregon

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

Washington

Registered Investment Advisory firm - (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.

Highlighted states indicate IAR registrations

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

State Security Law Exam

Series 63

Date: 12/24/1991

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 12/7/2005

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 12/24/1991

Investment Company Products/Variable Contracts Representative Examination

Current Firm

CEDAR MOUNTAIN ADVISORS, LLC

CRD#: 140339 / SEC#: 801-68704

RIA

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

Oregon

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

Washington

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

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Contact information

Main Address

5285 Meadows Rd Suite 360, Lake Oswego, OR 97035

Mailing Address

Phone number

(503) 224-6868

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (11 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

CEDAR MOUNTAIN ADVISORS - ADV PART 2A (CRD# 140339) (9/20/2025)

Regulatory assets under management

Total Number of Accounts	2,612
AUM (Assets Under Management)	$ 1,064,447,606

Red Flags

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.

Contact information

xxxxx@xxxx.xxx

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Bradley D. Patrick

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

SECURITIES AMERICA, INC.

NEW ENGLAND SECURITIES

NEW ENGLAND SECURITIES

Primary Firm SEC Registration

CEDAR MOUNTAIN ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 12/24/1991

SIE

Date: 10/1/2018

Series 7

Date: 12/7/2005

Series 6

Date: 12/24/1991

Current Firm

CEDAR MOUNTAIN ADVISORS, LLC

Contact information

SEC notice filing (11 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CEDAR MOUNTAIN ADVISORS, LLC

TRUST BUT VERIFY

Contact information

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