Kennicott Capital Management
39yrs
Top advisor by experience in Larkspur
27yrs
Patrick Beresh is a fiduciary financial advisor in Larkspur, California, with 27 years in the industry. Patrick joined PMB Advisors in 2025, after a year at Cambridge Investment Research Advisors and three years at Cambridge Investment Research. PMB Advisors offers financial planning, investment management, and selecting outside investment managers and is paid through a percentage of assets, hourly fees, and flat fees.
One of 76 advisors with offices in Larkspur, and one of 62 fiduciaries.
At a glance
Experience27 years (since 1999)
How that compares ?Top 23% by experience nationwide
Office101 Larkspur Landing Circle Suite 200, Larkspur, CA 94939
FirmPMB Advisors
How the firm is paid ?Percent of assets, Hourly, Flat fee, Commissions
Typical client at the firm ?$986,105
States licensed ?1 state
Services through PMB Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- Apr 2025 – nowPMB AdvisorsCurrent firm
- Mar 2005 – Jan 2006
- 2002 – 2005Cambridge Investment Research, Inc.Previously
Contact Patrick
(415) 336-5501PMB Advisors main office 101 Larkspur Landing Circle Suite 200Larkspur, CA 94939Office · Get directions
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Questions to ask Patrick
Tailored to Patrick’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Patrick
How do I contact Patrick?
Call PMB Advisors at (415) 336-5501 and ask for Patrick Beresh. Patrick works from the Larkspur, CA office.
How long has Patrick been a financial advisor?
Patrick has been in the industry since 1999, about 27 years. Top 23% by experience nationwide.
What licenses does Patrick hold?
Series 66. Tap any license on this page to see what it allows.
Is Patrick a fiduciary?
Patrick is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Patrick paid?
PMB Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, commissions on some products. Ask Patrick for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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