D.a. Davidson &
47yrs
Top 1% by experience in Seattle
3yrs
Patrick Bevan
Financial advisor at Corient
Patrick Bevan is a financial advisor in Seattle, Washington, with 3 years in the industry. Patrick joined Corient in 2025, after a year at Cwm. Patrick holds the CFP® designation.
At a glance
Experience3 years (since 2024)
How that compares ?3 years in the industry
Office1910 Fairview Ave E Suite 200, Seattle, WA 98102
FirmCorient
How the firm is paid ?Percent of assets, Hourly, Flat fee, Other
Typical client at the firm ?$6.07 million
Advisors at the firm653
States licensed ?1 state
Services through Corient
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsMarket timingEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
None listed.
Career
Questions to ask Patrick
Tailored to Patrick’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- At a firm this size, will I work with you directly or with a service team?
- 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 Corient at (305) 735-2020 and ask for Patrick Bevan. Patrick works from the Seattle, WA office.
How long has Patrick been a financial advisor?
Patrick has been in the industry since 2024, about 3 years. 3 years in the industry.
What licenses does Patrick hold?
No exams are listed on the official record.
Is Patrick a fiduciary?
Patrick is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Patrick paid?
Corient reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, other fees. Ask Patrick for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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