Maria Patton, financial advisor Austin TX

Maria Patton

CRD Number: 5564544
Current Firm: Cary Street Partners

Maria Patton (CRD# 5564544) is an Investment Advisor Representative working at Cary Street Partners in Austin, TX and has over 15 years of experience in the finance industry.

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Merrill Lynch, Pierce, Fenner & Smith Incorporated
Company Name Location Dates Years
Cary Street Partners LLC Austin, TX Dec 2013 - Current 10
Cary Street Partners Investment Advisory LLC Austin, TX Dec 2013 - Current 10
Maria W. Escobar Cpa Round Rock, TX Jan 2004 - Current 20
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2009
Contact Info for Maria Patton
Phone Number: (804) 340-8100
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    5,512
    MILLIONS
  • Total Number of Accounts
    11,387
    ACCOUNTS
  • Average Account Value
    $484,102
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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