Charles Collett Patton
Investment adviser representative at Gridline
11 yearsExperience
1 stateRegistered in
CFADesignation
$332.1MFirm 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
11 years in the industry.
- GridlineFeb 2024 to now
- Gridline Advisors, LLCNov 2022 to now
- UnemployedMay 2022 to Nov 2022
- University of Virginia Investment Management Company (uvimco)Jun 2021 to Aug 2021
- Darden Capital ManagementApr 2021 to Mar 2022
- University of Virginia - Darden School BusinessAug 2020 to May 2022
- Wells FargoJul 2015 to Jun 2020
Designations
- CFA
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (GA).
Gridline
Legal name: Gridline Advisors, LLC
$332.1MAssets managed
44Clients
2Advisers
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
- 7722249
- Firm CRD
- 317336