William F. Decosimo

PATTEN AND PATTEN

Chattanooga, TN 37402

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CRD#: 6776688

Professional summary

William Frederick Austin Decosimo is a registered financial advisor currently at PATTEN AND PATTEN, INC. located in Chattanooga, Tennessee.

William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. William has worked at 1 firm .

Question & Answer

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William Frederick Austin Decosimo's CRS (Customer Relationship Summary).

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

February 2, 2024 - Present

PATTEN AND PATTEN, INC.

Office #1: 555 Walnut Street Suite 280, Chattanooga, TN 37402

RIA

CRD#: 105414

Chattanooga, TN

Past

April 11, 2017 - January 6, 2024

PATTEN AND PATTEN, INC.

RIA

CRD#: 105414

CHATTANOOGA, TN

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".

PATTEN AND PATTEN, INC.

PATTEN & PATTEN INC | PATTEN AND PATTEN, INC.

CRD#: 105414 / SEC#: 801-11499

RIA

Registered Investment Advisory firm - (5/12/1976 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

Tennessee
(2/2/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Current Firm

PATTEN AND PATTEN, INC.

PATTEN & PATTEN INC | PATTEN AND PATTEN, INC.

CRD#: 105414 / SEC#: 801-11499

RIA

Registered Investment Advisory firm - (5/12/1976 Approved)

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Contact information

Main Address

555 Walnut Street Suite 280, Chattanooga, TN 37402

Mailing Address

Phone number

(423) 756-3480

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (38 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV, PART 2A, MARCH 26,2025 (3/26/2025)

Regulatory assets under management

Total Number of Accounts	2,102
AUM (Assets Under Management)	$ 2,063,134,203

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

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

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William F. Decosimo

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William Frederick Austin Decosimo's CRS (Customer Relationship Summary).

Certified licenses

Experience

PATTEN AND PATTEN, INC.

PATTEN AND PATTEN, INC.

Primary Firm SEC Registration

PATTEN AND PATTEN, INC.

State Registrations and Notice Filings

Exams

Current Firm

PATTEN AND PATTEN, INC.

Contact information

SEC notice filing (38 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

PATTEN AND PATTEN, INC.

TRUST BUT VERIFY

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