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Ronald Sheridan Patten

STEWART & PATTEN CO LLC·SAN FRANCISCO, California
Unclaimed Profile
1 POST STREET, SUITE 850, SAN FRANCISCO, CA 94104CRD# 2700645Firm CRD# 109235
01

About

Ronald Sheridan Patten is a registered financial advisor based in SAN FRANCISCO, California, affiliated with STEWART & PATTEN CO LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
03

Firm Overview

Firm
STEWART & PATTEN CO LLC
STEWART & PATTEN CO LLC
AUM
$1.0B
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at STEWART & PATTEN CO LLC →
Services
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 2700645
Firm CRD# 109235
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Ronald Sheridan Patten offer?
Ronald Sheridan Patten specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in SAN FRANCISCO, California for a consultation.
What are Ronald Sheridan Patten's credentials?
Ronald Sheridan Patten is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Ronald Sheridan Patten located?
Ronald Sheridan Patten is based in SAN FRANCISCO, California, working with STEWART & PATTEN CO LLC. Their office serves clients in the SAN FRANCISCO metropolitan area and surrounding communities.
How does Ronald Sheridan Patten charge for services?
Ronald Sheridan Patten's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is STEWART & PATTEN CO LLC?
STEWART & PATTEN CO LLC has approximately 5 employees and manages $1.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Research
Advisor Fees in CaliforniaNational Fee Analysis
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