Unclaimed Profile

Worcester Allen Bryan Patten

PATTEN AND PATTEN, INC.·CHATTANOOGA, Tennessee

Clean record22 years registeredPATTEN AND PATTEN, INC.

555 WALNUT STREET, CHATTANOOGA, TN 37402CRD# 4347066Firm CRD# 105414

Profile Verification

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

Identity

Worcester Allen Bryan Patten · CHATTANOOGA, TN

Registration

CRD #4347066 · PATTEN AND PATTEN, INC. · 22 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: PATTEN AND PATTEN, INC.

PATTEN AND PATTEN, INC.

Mar 2004 – Jan 2023

CHATTANOOGA, TN

Registrations & Exams

Registration record

First registered · March 25, 2004

Years registered · 22

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

PATTEN AND PATTEN, INC.

CRD 105414 · SEC 801-11499

AUM

$1.9B

Regulatory assets under management

Employees

2,086 client accounts

Services offered by PATTEN AND PATTEN, INC.

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

View all advisors at PATTEN AND PATTEN, INC. →

Introduction

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Frequently Asked Questions

What services does Worcester Allen Bryan Patten offer?

Worcester Allen Bryan Patten specializes in Investment Management, Wealth Management.

What are Worcester Allen Bryan Patten's credentials?

Worcester Allen Bryan Patten is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Worcester Allen Bryan Patten located?

Worcester Allen Bryan Patten is based in CHATTANOOGA, Tennessee, last registered with PATTEN AND PATTEN, INC..

How does Worcester Allen Bryan Patten charge for services?

Worcester Allen Bryan Patten's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is PATTEN AND PATTEN, INC.?

PATTEN AND PATTEN, INC. has approximately 11 employees and manages $1.9B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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