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PF

Patrick W. Farnsley

RIVERVIEW CAPITAL MANAGEMENT
Chattanooga, TN 37402
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CRD#: 5635317
PF

Professional summary


Patrick William Farnsley CFA, who also goes by Patrick William Farnsley, is a registered financial advisor currently at RIVERVIEW CAPITAL MANAGEMENT located in Chattanooga, Tennessee.

Patrick is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. Patrick has worked at 3 firms .

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Patrick William Farnsley

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.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Patrick William Farnsley CFA'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®
None

Experience


Current

March 20, 2019 - Present

RIVERVIEW CAPITAL MANAGEMENT

Office #1: 1100 Market Street # 603, Chattanooga, TN 37402
RIA
CRD#: 149195
Chattanooga, TN
Past

March 29, 2018 - December 31, 2018

RIVERVIEW CAPITAL MANAGEMENT

RIA
CRD#: 149195
chattanooga, TN
Past

November 30, 2009 - June 11, 2018

HHM WEALTH ADVISORS, LLC

RIA
CRD#: 150843
CHATTANOOGA, TN
Past

February 5, 2009 - December 31, 2009

RIVERVIEW CAPITAL MANAGEMENT

RIA
CRD#: 149194
OOLTEWAH, TN

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
Tennessee
(3/20/2019)

Exams


Current Firm


RC
RIVERVIEW CAPITAL MANAGEMENT
FARNSLEY, PATRICK WILLIAM | RIVERVIEW CAPITAL MANAGEMENT | PATRICK WILLIAM FARNSLEY | PATRICK W FARNSLEY

CRD#: 149195 / SEC#:

Tennessee
Registered Investment Advisory firm - (2/2/2026 Termination Requested)
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Contact information


Main Address
1100 Market Street # 603, Chattanooga, TN 37402
Mailing Address
Phone number
(423) 505-2812
Established
Firm type
Fiscal year end
# of Employees
1

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts86
AUM (Assets Under Management)$ 54,450,000

Red Flags


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Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


RIVERVIEW CAPITAL MANAGEMENT

CRD#: 149195Chattanooga, TN 37402

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