Christian Drew Patterson
Investment adviser representative at Quadcap Wealth Management, LLC
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$1.3BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- Quadcap Wealth Management, LLCMay 2024 to now
- Exencial Wealth AdvisorsMay 2018 to May 2024
- Downs Saffiotti & Boudreaux, LLPJun 2016 to Dec 2018
- Southeastern Louisiana UniversityMay 2014 to May 2018
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2018
State registrations
Registered as an investment adviser representative in 1 state (TX).
Quadcap Wealth Management, LLC
$1.3BAssets managed
582Clients
13Advisers
12 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
- 6985618
- Firm CRD
- 151490