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PF

Patrick Robert Fletcher

CFP®
GENSPHERE PRIVATE WEALTH
GIG HARBOR, WA
·CRD# 7298595·6 years registered

Professional Summary

Patrick Robert Fletcher, CFP®, who also goes by Patrick Fletcher, is a registered financial advisor currently at GENSPHERE PRIVATE WEALTH, LLC located in Gig Harbor, Washington. Patrick is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Patrick has worked at 4 firms and has passed the Series 63, Series 65, Series 7TO and SIE exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Patrick Fletcher

Blog Corner

More Resources

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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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

CFP®
Certified Financial Planner

Years of Experience

6 years registered in the securities industry

Current & Past Employments

Current

GENSPHERE PRIVATE WEALTH, LLCCurrent·CRD# 340872
RIA
Gig Harbor, WA
June 25, 2026 - Present

Past

GENSPHERE PRIVATE WEALTH, LLCPast·CRD# 338624
RIA
Gig Harbor, WA
January 9, 2026 - July 7, 2026
D.A. DAVIDSON & CO.Past·CRD# 199
RIA
Seattle, WA
August 4, 2022 - January 9, 2026
D.A. DAVIDSON & CO.Past·CRD# 199
BD
Seattle, WA
June 22, 2022 - January 9, 2026
PARCION PRIVATE WEALTH LLCPast·CRD# 305115
RIA
Bellevue, WA
October 12, 2020 - March 24, 2022

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Current Firm

GP
GENSPHERE PRIVATE WEALTH, LLC

GENSPHERE PRIVATE WEALTH, LLC

CRD#: 340872
Washington
Registered Investment Advisory firm - Washington (6/25/2026 Approved)

Contact Information

Main Address

Gig Harbor, WA

Phone Number

(253) 238-7280

# of Employees

5

Documents

Latest Form ADV

Regulatory Assets Under Management

Total Number of Accounts

35

AUM (Assets Under Management)

$50,469,967

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

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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
Washington
(6/25/2026)

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 Aug 2022About the Series 63 exam

Series 65 — Uniform Investment Adviser Law Examination

Passed Oct 2020About the Series 65 exam

Series 7TO — General Securities Representative Examination

Passed Jun 2022About the Series 7TO exam

SIE — Securities Industry Essentials Examination

Passed Apr 2022About the SIE exam

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CRS (Client Relationship Summary) - RIA

Click below to view Patrick Robert Fletcher's CRS (Customer Relationship Summary).

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