Unclaimed Profile

William Daniel Patterson

SILVERLEAFE CAPITAL PARTNERS, LLC·GERMANTOWN, Tennessee

Series 7, Series 31, Series 63, Series 65Clean record30 years registeredSILVERLEAFE CAPITAL PARTNERS, LLC

6815 POPLAR AVENUE, SUITE 205, GERMANTOWN, TN 38138CRD# 2308730Firm CRD# 133174

Profile Verification

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

Identity

William Daniel Patterson · GERMANTOWN, TN

Registration

CRD #2308730 · SILVERLEAFE CAPITAL PARTNERS, LLC · 30 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: SILVERLEAFE CAPITAL PARTNERS, LLC

SILVERLEAFE CAPITAL PARTNERS, LLC

Feb 2005 – Dec 2025

GERMANTOWN, TN

STANFORD GROUP COMPANY

Jun 2004 – Oct 2004

MEMPHIS, TN

MERRILL LYNCH PIERCE FENNER & SMITH INC.

Aug 1995 – Jun 2004

MEMPHIS, TN

Registrations & Exams

FINRA examinations passed

Series 7

Series 31

Series 63

Series 65

Registration record

First registered · August 31, 1995

Years registered · 30

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

SILVERLEAFE CAPITAL PARTNERS, LLC

CRD 133174 · SEC 801-63594

AUM

$403M

Regulatory assets under management

Employees

626 client accounts

Services offered by SILVERLEAFE CAPITAL PARTNERS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at SILVERLEAFE CAPITAL PARTNERS, LLC →

Introduction

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Frequently Asked Questions

What services does William Daniel Patterson offer?

William Daniel Patterson specializes in Financial Planning, Investment Management.

What are William Daniel Patterson's credentials?

William Daniel Patterson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is William Daniel Patterson located?

William Daniel Patterson is based in GERMANTOWN, Tennessee, last registered with SILVERLEAFE CAPITAL PARTNERS, LLC.

How does William Daniel Patterson charge for services?

William Daniel Patterson's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is SILVERLEAFE CAPITAL PARTNERS, LLC?

SILVERLEAFE CAPITAL PARTNERS, LLC has approximately 4 employees and manages $403M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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