Patrick D Sheelar
Investment adviser representative at Countryside Financial LLC
13 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$73.2MFirm 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
13 years in the industry.
- Countryside Financial LLCJul 2025 to now
- Blackridge Asset Management, LLCNov 2023 to now
- Countryside Financial NYJul 2023 to now
- Peak Brokerage Services, LLCJul 2023 to now
- Independent ContractorSep 2015 to now
- Niagara UniversityAug 2018 to May 2023
- Sevenson Environmental Services, Inc.Jun 2015 to Jul 2023
- Royalton-hartland Central School DistrictSep 2013 to Jun 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (NY).
Countryside Financial LLC
$73.2MAssets managed
248Clients
3Advisers
1 yearIn 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
- 7780116
- Firm CRD
- 337489