Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daryl? Claim Your ProfileDaryl Duane Patten is a Registered Investment Advisor Representative at Kovitz Investment Group Partners, LLC. Daryl has been in the financial services industry since 1989. Daryl's previous experience includes positions at Charles Schwab & Co., Inc. and Blinder, Robinson & Co., Inc. Daryl holds Series 63, 65, 66 and 8 securities licenses and is registered in Pennsylvania. Kovitz Investment Group Partners, LLC is a Registered Investment Advisor with offices in Chicago, IL and Pittsburgh, PA. The firm provides a wide range of investment advisory services, including financial planning, portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. Kovitz Investment Group Partners, LLC's client base includes individuals, high-net-worth individuals, corporations, and institutional investors. The firm's assets under management exceed $11 billion.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Credit, cash and insurance solutions, family office services, corporate executive services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Rev share w/affiliate frs and eligible credit & cash mgmt soluti
1
2
PA
01/05/2025 - Present
Kovitz Investment Group Partners, LLC (Pittsburgh PA)
TX
03/30/1989 - 01/22/2002
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
NA
11/23/1988 - 12/22/1988
BLINDER, ROBINSON & CO., INC.
IA
Issued 07/23/2007
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 02/08/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/20/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/10/1993
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 11/19/1988
Series 7 - General Securities Representative Examination
Active
Inactive
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