TrueAdvisor
TrueAdvisor
SP
SP

Shaundra Yvette Patterson

Dew Wealth Management
6 Years of Experience
May Earn Commission
View SEC Summary
View SEC Summary
Areas of Practice
Retirement PlanningEstate PlanningInsurance PlanningTax PlanningInvestment ManagementBusiness OwnersHigh Net Worth
Dew Wealth Management
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
21 advisors
Number of Clients
176 clients
Average Client Portfolio
$2.1M average
Assets Under Management
$361.9M

Fee Structure

Financial Planning:Investment management only

Location

8888 E. Raintree Drive, Suite 110, Scottsdale, AZ, 85260

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Dew Wealth Management
October 2023 - Present · 2 yrs 4 mos
Previous Registrations
Divine Wealth Strategies
April 2020 - December 2023 · 3 yrs 8 mos
Cetera Investment Advisers LLC
January 2020 - April 2020 · 3 mos
Cetera Investment Services LLCBroker
January 2020 - April 2020 · 3 mos
Edward Jones
June 2019 - December 2019 · 6 mos
Edward JonesBroker
May 2019 - December 2019 · 7 mos
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.