Patrick A. Kujawa

HALBERT HARGROVE

Scottsdale, AZ 85254

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CRD#: 2459571

Professional summary

Patrick Anthony Kujawa, who also goes by Pat Kujawa, is a registered financial advisor currently at HALBERT HARGROVE located in Scottsdale, Arizona.

Patrick is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. Patrick has worked at 10 firms and has passed the Series 66, Series 63, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Pat Kujawa

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Patrick Anthony Kujawa'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®

None

Experience

Current

July 20, 2012 - Present

HALBERT HARGROVE

Office #1: 14850 North Scottsdale Road Suite 600, Scottsdale, AZ 85254

RIA

CRD#: 105515

Scottsdale, AZ

Past

June 9, 2011 - April 27, 2012

ALPS DISTRIBUTORS, INC.

CRD#: 16853

DENVER, CO

Past

March 31, 2010 - October 7, 2011

DENK STRATEGIC WEALTH PARTNERS

RIA

CRD#: 114981

PHOENIX, AZ

Past

January 26, 2010 - May 2, 2011

OSAIC FS, INC.

CRD#: 3870

PHOENIX, AZ

Past

October 17, 2008 - December 9, 2009

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

RIA

CRD#: 144594

STAMFORD, CT

Past

January 1, 2005 - June 16, 2008

JPMORGAN DISTRIBUTION SERVICES, INC.

CRD#: 104234

NEW YORK, NY

Past

March 23, 2004 - January 1, 2005

J.P. MORGAN INSTITUTIONAL INVESTMENTS INC.

CRD#: 102920

NEW YORK, NY

Past

January 2, 2002 - February 2, 2004

FORESIDE FUND SERVICES, LLC

CRD#: 46106

PORTLAND, ME

Past

January 1, 1999 - December 31, 2001

FORESIDE FUNDS DISTRIBUTORS LLC

CRD#: 31334

PORTLAND, ME

Past

June 20, 1994 - March 17, 1998

STRONG INVESTMENTS, INC.

CRD#: 15658

MENOMONEE FALLS, WI

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".

HALBERT HARGROVE

FUTURE-WISE | HALBERT, HARGROVE/RUSSELL LLC | HALBERT HARGROVE RUSSELL LLC | HALBERT HARGROVE GLOBAL ADVISORS, LLC | HALBERT HARGROVE

CRD#: 105515 / SEC#: 801-33048

RIA

Registered Investment Advisory firm - (10/13/1988 Approved)

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

Arizona
(7/20/2012)

IAR

Colorado
(5/5/2022)

IAR

Texas
(5/8/2024)

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

IAR

Series 66

Date: 10/16/2008

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 6/23/1994

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 4/4/2001

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 6/17/1994

Investment Company Products/Variable Contracts Representative Examination

Current Firm

HALBERT HARGROVE

FUTURE-WISE | HALBERT, HARGROVE/RUSSELL LLC | HALBERT HARGROVE RUSSELL LLC | HALBERT HARGROVE GLOBAL ADVISORS, LLC | HALBERT HARGROVE

CRD#: 105515 / SEC#: 801-33048

RIA

Registered Investment Advisory firm - (10/13/1988 Approved)

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Contact information

Main Address

111 West Ocean Boulevard 23rd Floor, Long Beach, CA 90802-7908

Mailing Address

P.o. Box 1070, Long Beach, CA 90801-9931

Phone number

(562) 435-5657

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (31 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

DISCLOSURE BROCHURE (3/28/2025)

Regulatory assets under management

Total Number of Accounts	4,671
AUM (Assets Under Management)	$ 3,516,418,609

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.

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Firm Stability Insights

Patrick A. Kujawa

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Patrick Anthony Kujawa's CRS (Customer Relationship Summary).

Certified licenses

Experience

ALPS DISTRIBUTORS, INC.

DENK STRATEGIC WEALTH PARTNERS

OSAIC FS, INC.

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

JPMORGAN DISTRIBUTION SERVICES, INC.

J.P. MORGAN INSTITUTIONAL INVESTMENTS INC.

FORESIDE FUND SERVICES, LLC

FORESIDE FUNDS DISTRIBUTORS LLC

STRONG INVESTMENTS, INC.

Primary Firm SEC Registration

HALBERT HARGROVE

State Registrations and Notice Filings

Exams

Series 66

Date: 10/16/2008

Series 63

Date: 6/23/1994

Series 7

Date: 4/4/2001

Series 6

Date: 6/17/1994

Current Firm

HALBERT HARGROVE

Contact information

SEC notice filing (31 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

HALBERT HARGROVE

TRUST BUT VERIFY

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