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PH

Patrick J. Hitchcock

MOMENT PARTNERS
SAN FRANCISCO, CA 94105
Some features on this profile are disabled
CRD#: 2347107
PH

Professional summary

Patrick Joseph Hitchcock, who also goes by Pat Hitchcock, Patrick Hitchcock, is a registered financial advisor currently at MOMENT PARTNERS, LLC located in San Francisco, California.

Patrick is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1993. Patrick has worked at 3 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Pat Hitchcock | Patrick Hitchcock

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.
LODGEPOLE PARQUE HOMEOWNERS ASSOCIATION, NOT INV RELATED, INCLINE VILLAGE, NV, BOARD MEMBER, START 4/1/2022, 1 HOUR PER MONTH, ZERO HOURS DURING TRADING, OVERSIGHT OF PROPERTY UPKEEP AND MAINTENANCE.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Patrick Joseph Hitchcock'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

November 18, 2024 - Present

MOMENT PARTNERS, LLC

Office #1: 535 Mission Street Suite 2310, San Francisco, CA 94105
RIA
CRD#: 332691
SAN FRANCISCO, CA
Past

May 14, 2003 - November 27, 2024

WELLS FARGO CLEARING SERVICES, LLC

RIA
CRD#: 19616
SAN FRANCISCO, CA
Past

July 5, 1995 - November 27, 2024

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
SAN FRANCISCO, CA
Past

May 13, 1993 - August 8, 1995

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
WEEHAWKEN, NJ

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".
MP
MOMENT PARTNERS, LLC
MOMENT PARTNERS | MOMENT PARTNERS, LLC

CRD#: 332691 / SEC#: 801-131017

RIA
Registered Investment Advisory firm - (9/5/2024 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
California
(11/18/2024)
IAR
Texas
(12/20/2024)

Exams

State Security Law Exam
IAR
Series 65
Date: 5/21/1993
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 5/21/1993
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 5/12/1993
General Securities Representative Examination

Current Firm

MP
MOMENT PARTNERS, LLC
MOMENT PARTNERS | MOMENT PARTNERS, LLC

CRD#: 332691 / SEC#: 801-131017

RIA
Registered Investment Advisory firm - (9/5/2024 Approved)
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Contact information

Main Address
535 Mission Street Suite 2310, San Francisco, CA 94105
Mailing Address
Phone number
(415) 523-6868
Established
Firm type
Fiscal year end
# of Employees
7

SEC notice filing (8 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

MOMENT PARTNERS FORM ADV PART 2A (9/12/2025)

Regulatory assets under management

Total Number of Accounts1,345
AUM (Assets Under Management)$ 1,129,496,143

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.

Company Information

MOMENT PARTNERS, LLC

CRD#: 332691San Francisco, CA 94105

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