Unclaimed Profile

Robert David Maloy

PATTON ALBERTSON MILLER GROUP, LLC·CHATTANOOGA, Tennessee

Clean record17 years registeredPATTON ALBERTSON MILLER GROUP, LLC

605 CHESTNUT STREET, CHATTANOOGA, TN 37450CRD# 5627943Firm CRD# 281558

Profile Verification

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

Identity

Robert David Maloy · CHATTANOOGA, TN

Registration

CRD #5627943 · PATTON ALBERTSON MILLER GROUP, LLC · 17 years registered

Brand Profile

Not yet started

Career History

PATTON ALBERTSON MILLER GROUP, LLC

Jan 2018 – present

PATTON ALBERTSON MILLER GROUP, LLC

Nov 2015 – Dec 2017

Macon, GA

PATTON ALBERTSON & MILLER LLC

Jun 2009 – Nov 2015

MACON, GA

Registrations & Exams

Registration record

First registered · June 19, 2009

Years registered · 17

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

PATTON ALBERTSON MILLER GROUP, LLC

CRD 281558 · SEC 801-106877

AUM

$1.3B

Regulatory assets under management

Employees

1,545 client accounts

Services offered by PATTON ALBERTSON MILLER GROUP, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at PATTON ALBERTSON MILLER GROUP, LLC →

Introduction

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Frequently Asked Questions

What services does Robert David Maloy offer?

Robert David Maloy specializes in Financial Planning, Investment Management. Contact their office in CHATTANOOGA, Tennessee for a consultation.

What are Robert David Maloy's credentials?

Robert David Maloy is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Robert David Maloy located?

Robert David Maloy is based in CHATTANOOGA, Tennessee, working with PATTON ALBERTSON MILLER GROUP, LLC. Their office serves clients in the CHATTANOOGA metropolitan area and surrounding communities.

How does Robert David Maloy charge for services?

Robert David Maloy's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is PATTON ALBERTSON MILLER GROUP, LLC?

PATTON ALBERTSON MILLER GROUP, LLC has approximately 24 employees and manages $1.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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