Charles R. Patton

Current Employers

Employment History

• 09/2015 → 07/2022
  Charles Schwab & Co., Inc.
  New York City, NY
• 09/2015 → 07/2022
  Charles Schwab & Co., Inc.
  New York City, NY
• 07/2022 → Present
  Fidelity Investments
  Scarsdale, NY
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2022-08-22 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Scarsdale, NY
• 2015-10-07 → 2022-08-03
  Charles Schwab & Co., Inc.
  Fairfield, CT
  New York City, NY
  West Hartford, CT
• 2010-04-16 → 2015-09-10
  Ubs Financial Services Inc.
  Weehawken, NJ
  Weehawken, NJ
  Weehawken, NJ
• 2006-05-03 → 2009-06-25
  Ubs Financial Services Inc.
  Weehawken, NJ
  Stamford, CT
  Weehawken, NJ
  Weehawken, NJ
• 2000-04-13 → 2006-05-01
  Morgan Stanley Dw Inc.
  Purchase, NY
  Purchase, NY

Other Businesses

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Exams

• S65 Uniform Investment Adviser Law Examination
  2000-04-05
• S63 Uniform Securities Agent State Law Examination
  1986-01-03

Other Names

• Chuck Patton
• Charles Ross Patton
• Charles Patton