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Robin Kay Patalon

SC&H FINANCIAL ADVISORS, INC.·SPARKS, Maryland
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910 RIDGEBROOK ROAD, SPARKS, MD 21152-9390CRD# 4464101Firm CRD# 120666
01

About

Robin Kay Patalon is a registered financial advisor based in SPARKS, Maryland, affiliated with SC&H FINANCIAL ADVISORS, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
SC&H FINANCIAL ADVISORS, INC.
SC&H WEALTH
AUM
$909M
Regulatory assets under management
Employees
31
Total firm employees
View all advisors at SC&H FINANCIAL ADVISORS, INC. →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Commissions
Regulatory
SEC/IARD CRD# 4464101
Firm CRD# 120666
No disclosures on file
View on FINRA BrokerCheck →

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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 is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
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 in SPARKS
Andrew Lewis Hollingsworth Thompson — SC&H FINANCIAL ADVISORS, INC.Thomas Eric Stout — SC&H FINANCIAL ADVISORS, INC.Gregory Scott Horning — SC&H FINANCIAL ADVISORS, INC.Michael Jerome Young — SC&H FINANCIAL ADVISORS, INC.Todd Charles Workman — SC&H FINANCIAL ADVISORS, INC.
Nearby cities in Maryland
BETHESDA (414)BALTIMORE (405)CHEVY CHASE (181)ROCKVILLE (143)HUNT VALLEY (94)
City Guides
BETHESDA GuideBALTIMORE GuideCHEVY CHASE GuideROCKVILLE GuideHUNT VALLEY Guide
Research
Advisor Fees in MarylandNational Fee Analysis
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