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Robin Kay Patalon

SC&H FINANCIAL ADVISORS, INC.·SPARKS, Maryland
SIE, Series 7, Series 24, Series 66CFPClean record24 years registeredSC&H FINANCIAL ADVISORS, INC.
910 RIDGEBROOK ROAD, SPARKS, MD 21152-9390CRD# 4464101Firm CRD# 120666

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Robin Kay Patalon · SPARKS, MD
Registration
CRD #4464101 · SC&H FINANCIAL ADVISORS, INC. · 24 years registered
Brand Profile
Not yet started
01

Career History

SC&H WEALTH
Nov 2002 – present
1ST GLOBAL ADVISORS INC
Mar 2002 – Nov 2009
SPARKS, MD
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
Series 66
Registration record
First registered · March 18, 2002
Years registered · 24
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
SC&H FINANCIAL ADVISORS, INC.
CRD 120666 · SEC 801-69985
AUM
$909M
Regulatory assets under management
Employees
31
1,760 client accounts
Services offered by SC&H FINANCIAL ADVISORS, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at SC&H FINANCIAL ADVISORS, INC. →
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05

Frequently Asked Questions

What services does Robin Kay Patalon offer?
Robin Kay Patalon specializes in Financial Planning, Investment Management. Contact their office in SPARKS, Maryland for a consultation.
What are Robin Kay Patalon's credentials?
Robin Kay Patalon holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Robin Kay Patalon located?
Robin Kay Patalon is based in SPARKS, Maryland, working with SC&H FINANCIAL ADVISORS, INC.. Their office serves clients in the SPARKS metropolitan area and surrounding communities.
How does Robin Kay Patalon charge for services?
Robin Kay Patalon's firm is compensated through percentage of aum, hourly charges, subscription fees, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SC&H FINANCIAL ADVISORS, INC.?
SC&H FINANCIAL ADVISORS, INC. has approximately 31 employees and manages $909M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at SC&H FINANCIAL ADVISORS, INC.

Caitlin Patricia Winter Garner
SPARKS, MD
Gregory Scott Horning
SPARKS, MD
PFS
Andrew Lewis Hollingsworth Thompson
SPARKS, MD
CFP
Ryan Benjamin Frank
SPARKS, MD
Jeffrey Michael Schropp
SPARKS, MD

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