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Scott Matthew Patton

Investment adviser representative at Nbt Capital Management, Inc.
27 yearsExperience
1 stateRegistered in
$1.6BFirm assets
38 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting

Experience

27 years in the industry.

  1. Nbt Capital Management, Inc.May 2024 to now
  2. Navigate Retirement SolutionsJan 2017 to now
  3. Bj Armstrong Custom HomesOct 1999 to Dec 2016

Exams passed

  • Series 63 · Uniform Securities Agent State Law1993
  • Series 65 · Uniform Investment Adviser Law2024

State registrations

Registered as an investment adviser representative in 1 state (IL).

Nbt Capital Management, Inc.

$1.6BAssets managed
786Clients
7Advisers
38 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
2406868
Firm CRD
104932
Advisor's SEC record (opens in a new tab)
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