Shaundra Patterson has been an investment adviser representative at Dew Wealth Management since October 2023, and is not listed among the firm’s executive officers or direct owners. Shaundra Patterson holds a Master of Science in Accounting from Southern New Hampshire University.
Dew Wealth Management, LLC is a Scottsdale, AZ firm with $465M under management, 246 clients and 24 advisers across 17 offices, as of its September 2026 filing.
Shaundra Patterson, who goes by Shaun, is a Paraplanner of Dew Wealth Management. She began her career as an associate financial planner for a small RIA firm, where she helped young professionals and retirees. Her knowledge covers tax planning, retirement planning and financial planning software.
Shaundra Patterson’s longest registration was 3 years at Divine Wealth Strategies (2020–2023). Before joining Dew Wealth Management in 2023, Shaundra Patterson was registered through Divine Wealth Strategies and Cetera Investment Advisers LLC.
- Dew Wealth ManagementCurrent– present · 2 yearsHumble, TX · Adviser representative · Firm CRD 114148
- Divine Wealth Strategies– · 3 yearsAtlanta, GA · Adviser representative · Firm CRD 298467
- Cetera Investment Advisers LLC– · under a yearAtlanta, GA · Adviser representative · Firm CRD 105644
- Edward Jones– · under a yearMarietta, GA · Adviser representative · Firm CRD 250
Investment adviser representative registrations
Shaundra Patterson is registered as an investment adviser representative in Texas, since October 2023.
- TexasSince 31 October 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 3 June 2019 |
| Series 7TO | General Securities Representative Examination | 11 May 2019 |
| SIE | Securities Industry Essentials Examination | 16 April 2019 |
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Full name
- Shaundra Yvette Patterson
- CRD
- 7083956
- Firm
- Dew Wealth Management · CRD 114148
- Office
- Humble, TX
- Registration
- Investment adviser registration
- In the industry since
- June 2019
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- dewwealth.com
Where does Shaundra Patterson work?
Shaundra Patterson is an investment adviser representative registered through Dew Wealth Management, LLC since October 2023, and is not listed among the firm’s executive officers or direct owners.
Is Shaundra Patterson a financial advisor?
Yes. Shaundra Patterson has a current investment-adviser registration in Texas, through Dew Wealth Management since October 2023.
How many years of experience does Shaundra Patterson have?
Shaundra Patterson has 7 years in the financial industry, since June 2019, across 4 adviser firms.
What exams has Shaundra Patterson passed?
Shaundra Patterson has passed 3 licensing exams: the SIE, Series 7TO and Series 66. The earliest, the SIE, was passed in April 2019.
Where did Shaundra Patterson work before Dew Wealth Management?
Before Dew Wealth Management, Shaundra Patterson was registered through Cetera Investment Advisers LLC, January 2020 to April 2020; Edward Jones, June 2019 to December 2019.
Where is Shaundra Patterson based?
Shaundra Patterson’s registered office is in Humble, TX.
Is Shaundra Patterson registered with FINRA?
No. Shaundra Patterson has no current broker registration.
How can I verify Shaundra Patterson’s record?
Search CRD 7083956 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Shaundra Patterson’s full registration record.
