Maria Patton is a registered investment advisor, based in Austin, TX, with 17 years of industry experience.
Location
7801 Capital of Texas Highway, Suite 310, Austin, TX, 78731
Get directionsHistory
Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Maria owns Maria Patton CPA PLLC, a tax advisory and general services firm, since 2021. This takes about half of Maria's time.
Employment History
Current Registrations
Cary Street Partners
December 2013 - Present · 12 yrs 5 mos
Cary Street Partners
December 2013 - Present · 12 yrs 5 mos
Cary Street PartnersBroker
December 2013 - Present · 12 yrs 5 mos
Previous Registrations
Riverstone Wealth Management
March 2009 - December 2013 · 4 yrs 9 mos
Riverstone Wealth Management, INC.Broker
December 2008 - December 2013 · 5 yrs
State Registrations5 states
CACOMITNTX
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.