Patrick Mason Czerwinski
Investment adviser representative at Focus Partners Wealth, LLC
11 yearsExperience
1 stateRegistered in
$181.9BFirm assets
14 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 feePerformance-basedOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
11 years in the industry.
- Focus Partners Wealth, LLCFeb 2025 to now
- Merriman WealthFeb 2024 to Feb 2025
- Key Investment ServicesApr 2023 to Feb 2024
- KeybankOct 2021 to Feb 2024
- UnemployedAug 2021 to Sep 2021
- Family Dollar/ Dollar TreeSep 2020 to Aug 2021
- The Best Western Vista InnJul 2020 to Sep 2020
- Robbie CooperApr 2020 to Sep 2021
- The Rope LLCAug 2019 to Apr 2020
- UnemployedMay 2019 to Aug 2019
- Fate Brewing CompanyDec 2018 to May 2019
- The LobbyJan 2018 to Dec 2018
- UnemployedNov 2017 to Jan 2018
- The Hilton Garden InnMay 2017 to Nov 2017
- Fate Brewing CompanyOct 2015 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (OR).
Focus Partners Wealth, LLC
$181.9BAssets managed
62,466Clients
1,049Advisers
14 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
- 7723824
- Firm CRD
- 159289