Unclaimed Profile

Ronald Sheridan Patten

STEWART & PATTEN CO LLC·SAN FRANCISCO, California

Series 65Clean record28 years registeredSTEWART & PATTEN CO LLC

1 POST STREET, SUITE 850, SAN FRANCISCO, CA 94104CRD# 2700645Firm CRD# 109235

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Ronald Sheridan Patten · SAN FRANCISCO, CA

Registration

CRD #2700645 · STEWART & PATTEN CO LLC · 28 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: STEWART & PATTEN CO LLC

STEWART & PATTEN CO LLC

Jan 1998 – Jan 2020

SAN FRANCSICO, CA

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · January 13, 1998

Years registered · 28

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

STEWART & PATTEN CO LLC

CRD 109235 · SEC 801-55172

AUM

$1.0B

Regulatory assets under management

Employees

773 client accounts

Services offered by STEWART & PATTEN CO LLC

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

View all advisors at STEWART & PATTEN CO LLC →

Introduction

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Frequently Asked Questions

What services does Ronald Sheridan Patten offer?

Ronald Sheridan Patten specializes in Investment Management, Wealth Management, Fee-Only Advisory.

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, last registered with STEWART & PATTEN CO LLC.

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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