Robert James Patterson
Investment adviser representative at Rj Patterson Group
12 yearsExperience
2 statesRegistered in
$142.4MFirm assets
Under 1 yearFirm 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 feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- Rj Patterson GroupMar 2016 to now
- Rj Patterson Capital Investment Group, Inc.Mar 2016 to now
- Purshe Kaplan SterlingApr 2014 to now
Exams passed
- Series 66 · Uniform Combined State Law1999
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Rj Patterson Group
Legal name: Rj Patterson Capital Investment Group Inc.
$142.4MAssets managed
197Clients
3Advisers
Under 1 yearIn 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
- 3221228
- Firm CRD
- 281752