CHARLES R. PATTON is an investment adviser representative (IAR) with state registration records since 2000, appearing at 5 firms. Currently registered with STRATEGIC ADVISERS LLC.
| Firm | From | To | Current |
|---|---|---|---|
| STRATEGIC ADVISERS LLC | 2025-03-31 | present | Yes |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | 2022-08-22 | 2025-03-31 | — |
| CHARLES SCHWAB & CO., INC. | 2015-10-07 | 2022-08-03 | — |
| UBS FINANCIAL SERVICES INC. | 2010-04-16 | 2015-09-10 | — |
| UBS FINANCIAL SERVICES INC. | 2006-05-03 | 2009-06-25 | — |
| MORGAN STANLEY DW INC. | 2000-04-13 | 2006-05-01 | — |