Margaret Terrell Patterson
Investment adviser representative at Silverleafe Capital Partners, LLC
11 yearsExperience
1 stateRegistered in
$449.2MFirm assets
21 yearsFirm in business
Are you Margaret Terrell Patterson? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Silverleafe Capital Partners, LLCJul 2022 to now
- Smu Mba School. Full Time StudentAug 2020 to May 2022
- Elevate CreditJul 2018 to Jul 2020
- Bnsf RailwayAug 2015 to Jun 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (TN).
Silverleafe Capital Partners, LLC
$449.2MAssets managed
179Clients
6Advisers
21 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
- 7598526
- Firm CRD
- 133174