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Stephen Alexander Beale

Patriot Investment Management Group Inc

Knoxville, TN

CRD 6081240

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Employer firm

Patriot Investment Management Group Inc CRD 112155

$1.91B regulatory AUM 2 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

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

Current Employers
Patriot Investment Management Group Inc

9721 Cogdill Road Suite 101, Knoxville, TN 37932 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-10-29
TN RA APPROVED 2017-08-09
  • TX RA
    APPROVED
    Since 2025-10-29
  • TN RA
    APPROVED
    Since 2017-08-09

Branch Locations

9721 Cogdill Road Suite 101, Knoxville, TN 37932 • 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
Patriot Investment Management Group Inc Knoxville TN 05/2014 Present
Patriot Investment Management Group Inc Knoxville TN 04/2023 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-08-07
  • S65 Uniform Investment Adviser Law Examination
    2017-08-07
Designations
  • Certified Financial Planner

View on SEC IAPD

Nearby Firms

STRATEGIC ADVISERS LLC
RAYMOND JAMES & ASSOCIATES, INC.
EDWARD JONES

Nearby Investors

WILLIAM HANKINS
JAMES COFFEY
GARY J MORRIS

Nearby Offices

STRATEGIC ADVISERS LLC · KNOXVILLE, TN
RAYMOND JAMES & ASSOCIATES, INC. · KNOXVILLE, TN
EDWARD JONES · FARRAGUT, TN

More in Knoxville, TN

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