Shawn Shyama Patt
Investment adviser representative at Atala Financial Inc
17 yearsExperience
1 stateRegistered in
$370.7MFirm assets
4 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 assetsHourlyPerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
17 years in the industry.
- Atala Financial IncApr 2022 to now
- Mag CapJun 2021 to Jun 2022
- City National BankDec 2016 to Jun 2021
- RBC Capital Markets, LLCNov 2016 to Jun 2021
- Morgan Stanley Private Bank, National AssociationJan 2015 to Nov 2016
- Morgan Stanley Smith BarneyJun 2009 to Nov 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2002
- Series 66 · Uniform Combined State Law2002
State registrations
Registered as an investment adviser representative in 1 state (CA).
Atala Financial Inc
$370.7MAssets managed
68Clients
2Advisers
4 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
- 4484268
- Firm CRD
- 318371