Robin Patalon (CRD# 4464101) is an Investment Advisor Representative working at Sc&h Wealth in Sparks, MD and has over 22 years of experience in the finance industry. Robin Patalon has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 1582180
Thrivent Investment Management Inc.
CRD# 2436101
Abel Financial Management Company
CRD# 2763082
Mml Investors Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Sc&h Financial Advisors, Inc. | Sparks, MD | Feb 1999 - Current | 25 |
| Triad Advisors, Inc. | Norcross, GA | Nov 2009 - Sep 2017 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jan 2002 |
- MD
- TX
- VA
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Total Assets Under Management909MILLIONS
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Total Number of Accounts1,760ACCOUNTS
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Average Account Value$516,434
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
CA, CO, DC, DE, FL, GA, MD, MN, NC, NH, NY, PA, TX, VA
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