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Scott Matthew Patton

Nbt Capital Management, Inc.

Peoria Heights, IL

CRD 2406868

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Employer firm

Nbt Capital Management, Inc. CRD 104932

$1.61B 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
Nbt Capital Management, Inc.

52 South Broad Street, Norwich, NY 13815 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2024-05-23
  • IL RA
    APPROVED
    Since 2024-05-23

Branch Locations

4541 N. Prospect Rd Suite #201, Peoria Heights, IL 61616 • 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
Navigate Retirement Solutions Peoria Heights IL 01/2017 Present
Bj Armstrong Custom Homes Bloomington IL 10/1999 12/2016
  • 01/2017 → Present
    Navigate Retirement Solutions
    Peoria Heights, IL
  • 10/1999 → 12/2016
    Bj Armstrong Custom Homes
    Bloomington, IL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-05-23
S63 Uniform Securities Agent State Law Examination 1993-11-05
  • S65 Uniform Investment Adviser Law Examination
    2024-05-23
  • S63 Uniform Securities Agent State Law Examination
    1993-11-05
Other Names
  • Scott Patton

View on SEC IAPD

Nearby Firms

ROBERT W. BAIRD & CO. INCORPORATED
CETERA INVESTMENT ADVISERS LLC
RAYMOND JAMES & ASSOCIATES, INC.

Nearby Investors

SCOTT MARSHALL MABEE
Ryan A Miller
JAYME RYAN BAILEY

Nearby Offices

ROBERT W. BAIRD & CO. INCORPORATED · Peoria Heights, IL
CETERA INVESTMENT ADVISERS LLC · PEORIA HEIGHTS, IL
RAYMOND JAMES & ASSOCIATES, INC. · Peoria Heights, IL

More in Peoria Heights, IL

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