Unclaimed Profile

Zeboim Cartter Patten

THE PATTEN GROUP, INC.·CHATTANOOGA, Tennessee

Clean record22 years registeredTHE PATTEN GROUP, INC.

832 GEORGIA AVENUE, CHATTANOOGA, TN 37402CRD# 4347041Firm CRD# 168255

Profile Verification

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

Identity

Zeboim Cartter Patten · CHATTANOOGA, TN

Registration

CRD #4347041 · THE PATTEN GROUP, INC. · 22 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: THE PATTEN GROUP, INC.

THE PATTEN GROUP, INC.

Mar 2014 – Mar 2021

CHATTANOOGA, TN

PATTEN AND PATTEN, INC.

Mar 2004 – Jan 2017

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

THE PATTEN GROUP, INC.

CRD 168255 · SEC 801-78354

AUM

$531M

Regulatory assets under management

Employees

1,267 client accounts

Services offered by THE PATTEN GROUP, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at THE PATTEN GROUP, INC. →

Introduction

Speak with Zeboim

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Zeboim is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in CHATTANOOGA?

Browse all registered financial advisors in CHATTANOOGA, Tennessee or claim this profile if it's yours.

Browse CHATTANOOGA Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Zeboim Cartter Patten offer?

Zeboim Cartter Patten specializes in Financial Planning, Investment Management.

What are Zeboim Cartter Patten's credentials?

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

Where is Zeboim Cartter Patten located?

Zeboim Cartter Patten is based in CHATTANOOGA, Tennessee, last registered with THE PATTEN GROUP, INC..

How does Zeboim Cartter Patten charge for services?

Zeboim Cartter Patten'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 THE PATTEN GROUP, INC.?

THE PATTEN GROUP, INC. has approximately 10 employees and manages $531M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →