Stewart & Patten Co LLC

Stewart & Patten Co LLC (CRD# 109235) is a financial advisory firm headquartered in San Francisco, CA. They manage $805,803,413 in 794 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    806
    MILLION
  • Total Number of Accounts
    794
    ACCOUNTS
  • Average Account Value
    $1,014,866
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, NY, OR, TX, WA

Financial Advisors at Stewart & Patten Co LLC
Showing 1 - 5 of 5 top financial advisors.
1
Robert M. Gentry
CRD#: 1397169
1 Post Street, Suite 850, San Francisco, CA 94104
96
Wealthminder
score

Robert Gentry (CRD# 1397169) is an Investment Advisor Representative working at Stewart & Patten Co LLC in San Francisco, CA and has over 19 years of experience in the finance industry.

2
Alex Lilles
CRD#: 3190871
1 Post Street, Suite 850, San Francisco, CA 94104
96
Wealthminder
score

Alex Lilles (CRD# 3190871) is an Investment Advisor Representative working at Stewart & Patten Co LLC in San Francisco, CA and has over 18 years of experience in the finance industry.

3
Ronald S. Patten
CRD#: 2700645
1 Post Street, Suite 850, San Francisco, CA 94104
93
Wealthminder
score

Ronald Patten (CRD# 2700645) is an Investment Advisor Representative working at Stewart & Patten Co LLC in San Francisco, CA and has over 21 years of experience in the finance industry.

4
Lori E. Sherman
CRD#: 2790268
1 Post Street, Suite 850, San Francisco, CA 94104
90
Wealthminder
score

Lori Sherman (CRD# 2790268) is an Investment Advisor Representative working at Stewart & Patten Co LLC in San Francisco, CA and has 1 year of experience in the finance industry. Lori Sherman 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.

5
Gleb N. Belonogoff
CRD#: 4378628
1 Post Street, Suite 850, San Francisco, CA 94104
87
Wealthminder
score

Gleb Belonogoff (CRD# 4378628) is an Investment Advisor Representative working at Stewart & Patten Co LLC in San Francisco, CA and has 1 year of experience in the finance industry.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.