Robin Kay Patalon
Investment adviser representative at Sc&h Wealth
18 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$1.2BFirm assets
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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 feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
18 years in the industry.
- Sc&h WealthNov 2002 to now
- Sc&h Financial Advisors, Inc.Feb 1999 to now
- Triad Advisors, IncNov 2009 to Sep 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2002
State registrations
Registered as an investment adviser representative in 3 states (MD, TX, VA).
Sc&h Wealth
Legal name: Sc&h Financial Advisors, Inc.
$1.2BAssets managed
676Clients
19Advisers
17 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
- 4464101
- Firm CRD
- 120666