Patricia Ann Druckman

Employer firm

Envision Capital Management Ltd CRD 110266

$40.8M regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• BUSINESS & FINANCIAL CONSULTATION

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2005 → Present
  Envision Capital Management
  Scottsdale, AZ
• 04/2009 → Present
  Envision Capital Management Ltd
  Scottsdale, AZ

Previous Registrations

• 2006-04-13 → 2008-12-31
  Envision Capital Management Ltd
  Scottsdale, AZ

Other Businesses

Patricia Druckman has been an individually licensed insurance agent since 1987, and provides insurance related services (life and disability products) to her clients. She spends no more than 5 hours per month conducting her insurance business, during securities trading time.

Exams

• S65 Uniform Investment Adviser Law Examination
  2005-08-22
• S63 Uniform Securities Agent State Law Examination
  1989-05-26

Designations

• Chartered Financial Consultant

Other Names

• Patricia Ann Smith