Patrick Michael Beresh
Investment adviser representative at Pmb Advisors
24 yearsExperience
1 stateRegistered in
$117.2MFirm assets
6 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
24 years in the industry.
- Pmb AdvisorsJan 2002 to now
Exams passed
- Series 66 · Uniform Combined State Law1999
State registrations
Registered as an investment adviser representative in 1 state (CA).
Pmb Advisors
Legal name: Beresh, Patrick Michael
$117.2MAssets managed
120Clients
1Advisers
6 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3113695
- Firm CRD
- 137495