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John Martin Adair

Patton Albertson Miller Group, LLC

Atlanta, GA

CRD 7113040

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Employer firm

Patton Albertson Miller Group, LLC CRD 281558

$1.68B regulatory AUM 7 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • CONSULTING AND SUB ADVISORY SERVICES, CASH MANAGEMENT SOLUTIONS

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

Current Employers
Patton Albertson Miller Group, Llc

605 Chestnut Street Suite 900, Chattanooga, TN 37450 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2019-05-31
  • GA RA
    APPROVED
    Since 2019-05-31

Branch Locations

3340 Peachtree Rd Ne Suite 2320`, Atlanta, GA 30326 • 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
Suntrust Bank Atlanta GA 06/1988 Present
  • 06/1988 → Present
    Suntrust Bank
    Atlanta, GA
Designations
  • Chartered Financial Analyst

View on SEC IAPD

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