Daryl D. Patten
KOVITZ INVESTMENT GROUP PARTNERS | Financial Adviser
Pittsburgh, PA 15220
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CRD#: 1890878
Professional summary
Daryl Duane Patten is a registered financial advisor currently at KOVITZ INVESTMENT GROUP PARTNERS, LLC located in Pittsburgh, Pennsylvania.
Daryl is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1988. Daryl has worked at 5 firms and has passed the Series 65, Series 66, Series 63, Series 7 and Series 8 exams.
Question & Answer
What are your service offerings?
Trading individual securities
Trust & estate planning
Financial planning
Philanthropic services
Retirement planning
What is your current number of clients?
Greater than 100
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Daryl Duane Patten's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
January 5, 2025 - Present
KOVITZ INVESTMENT GROUP PARTNERS, LLC
Office #1: 680 Andersen Drive Foster Plaza Ten -- Suite 350, Pittsburgh, PA 15220RIA
CRD#: 282241
Pittsburgh, PA
Past
November 6, 2024 - December 31, 2024
KOVITZ INVESTMENT GROUP PARTNERS, LLC
RIA
CRD#: 282241
Pittsburgh, PA
Past
September 28, 2015 - November 4, 2024
FORT PITT CAPITAL GROUP, LLC
RIA
CRD#: 281385
PITTSBURGH, PA
Past
August 31, 2007 - December 31, 2015
FORT PITT CAPITAL GROUP INC
RIA
CRD#: 108361
PITTSBURGH, PA
Past
March 30, 1989 - January 22, 2002
CHARLES SCHWAB & CO., INC.
BD
CRD#: 5393
WESTLAKE, TX
Past
November 23, 1988 - December 22, 1988
BLINDER, ROBINSON & CO., INC.
BD
CRD#: 5096
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
KOVITZ INVESTMENT GROUP PARTNERS, LLC
FIRST HOUSTON CAPITAL | WEATHERSTONE CAPITAL MANAGEMENT | TRANSFORM WEALTH | TMD WEALTH MANAGEMENT | TELEMUS CAPITAL | STRATEGIC WEALTH PARTNERS | RELATIVE VALUE PARTNERS | NORTHCOAST ASSET MANGEMENT | KOVITZ INVESTMENT GROUP PARTNERS, LLC | KOVITZ | IFAM CAPITAL | FORT PITT CAPITAL GROUP
CRD#: 282241 / SEC#: 801-107054
RIA
Registered Investment Advisory firm - (12/24/2015 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Pennsylvania(1/5/2025)
IAR
Texas(1/5/2025)
Exams
State Security Law Exam
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
Principal/Supervisory Exam
RR
Series 8
Date: 2/10/1993
General Securities Sales Supervisor Examination (Options Module & General Module)Current Firm
KOVITZ INVESTMENT GROUP PARTNERS, LLC
FIRST HOUSTON CAPITAL | WEATHERSTONE CAPITAL MANAGEMENT | TRANSFORM WEALTH | TMD WEALTH MANAGEMENT | TELEMUS CAPITAL | STRATEGIC WEALTH PARTNERS | RELATIVE VALUE PARTNERS | NORTHCOAST ASSET MANGEMENT | KOVITZ INVESTMENT GROUP PARTNERS, LLC | KOVITZ | IFAM CAPITAL | FORT PITT CAPITAL GROUP
CRD#: 282241 / SEC#: 801-107054
RIA
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Contact information
Main Address
10 S Wacker Drive Suite 2600, Chicago, IL 60606
Mailing Address
Phone number
(312) 334-7300
Established
Firm type
Fiscal year end
# of Employees
372
SEC notice filing (48 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 38,915 |
| AUM (Assets Under Management) | $ 31,731,798,984 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/23/2025 | ||
| 08/15/2024 | ||
| 07/19/2023 |
Red Flags
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Company Information
KOVITZ INVESTMENT GROUP PARTNERS, LLC
Financial AdviserCRD#: 282241Pittsburgh, PA 15220TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
