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Christopher Todd Patton

Novare Capital Management

Charlotte, NC

CRD 1881523

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Employer firm

Novare Capital Management CRD 117949

$1.92B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting

From the firm’s Form ADV. Read the guides:

Current Employers
Novare Capital Management

2825 South Boulevard Suite 440, Charlotte, NC 28209 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2017-09-28
NC RA APPROVED 2007-08-28
  • TX RA
    APPROVED
    Since 2017-09-28
  • NC RA
    APPROVED
    Since 2007-08-28

Branch Locations

2825 South Boulevard Suite 440, Charlotte, NC 28209 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Novare Capital Management Charlotte NC 07/2007 Present
Previous Registrations
  • 2005-10-18 → 2009-10-14
    Eastover Capital Management Inc
    Charlotte, NC
  • 2001-12-31 → 2005-10-24
    Fisher Investments
    Charlotte, NC
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2000-04-13
S63 Uniform Securities Agent State Law Examination 1989-06-08
  • S65 Uniform Investment Adviser Law Examination
    2000-04-13
  • S63 Uniform Securities Agent State Law Examination
    1989-06-08

View on SEC IAPD

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