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Maurice Hamilton Patterson

MAYFLOWER ADVISORS
SEBASTIAN, FL
·CRD# 2574783·31 years experience

Professional Summary

Maurice Hamilton Patterson, who also goes by Mark Hamilton Patterson Jr, Mark Patterson Jr, Maurice Hamilton Patterson Jr, is a registered financial advisor currently at MAYFLOWER ADVISORS located in Sebastian, Florida. Maurice is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1995. Maurice has worked at 11 firms and has passed the Series 66, Series 63, Series 65, Series 7 and Series 24 exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Mark Hamilton Patterson Jr, Mark Patterson Jr, Maurice Hamilton Patterson Jr

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Years of Experience

31 years in the financial services industry

Current & Past Employments

MAYFLOWER ADVISORS·CRD# 307857
RIA
Sebastian, FL
April 14, 2026 - Present
COMPASS FINANCIAL MANAGEMENT LLC·CRD# 156345
RIA
Dartmouth, MA
September 5, 2023 - January 16, 2024
MHP ASSET MANAGEMENT·CRD# 139995
RIA
Conway, NH
April 21, 2006 - December 31, 2010
MHP ASSET MANAGEMENT·CRD# 139995
RIA
Tilton, NH
March 9, 2006 - October 6, 2026
WALNUT STREET SECURITIES, INC.·CRD# 15840
RIA
Albany, NH
February 11, 2005 - February 21, 2006
WALNUT STREET SECURITIES, INC.·CRD# 15840
BD
El Segundo, CA
February 11, 2005 - April 26, 2006
BANCNORTH INVESTMENT GROUP, INC.·CRD# 31299
BD
St. Cloud, MN
January 1, 2005 - January 26, 2005
CETERA INVESTMENT SERVICES LLC·CRD# 15340
RIA
North Conway, NH
July 20, 2004 - January 26, 2005
CETERA INVESTMENT SERVICES LLC·CRD# 15340
BD
St. Cloud, MN
July 20, 2004 - January 1, 2005
MSI FINANCIAL SERVICES, INC.·CRD# 14251
RIA
Manchester, NH
January 19, 2004 - July 20, 2004
METROPOLITAN LIFE INSURANCE COMPANY·CRD# 4095
BD
New York, NY
December 16, 2003 - July 20, 2004
MSI FINANCIAL SERVICES, INC.·CRD# 14251
BD
Springfield, MA
December 16, 2003 - July 20, 2004
FIRST MONTAUK SECURITIES CORP.·CRD# 13755
BD
Red Bank, NJ
January 5, 1998 - December 31, 1998
STIRES & CO., INC.·CRD# 6813
BD
New York, NY
August 5, 1996 - February 12, 1998
TUCKER ANTHONY INCORPORATED·CRD# 837
BD
Boston, MA
February 6, 1995 - April 18, 1996

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Current Firm

MA
MAYFLOWER ADVISORS

MAYFLOWER ADVISORS | MAYFLOWER FINANCIAL ADVISORS, LLC

CRD#: 307857 / SEC#: 801-118381
RIA
Registered Investment Advisory firm - SEC (4/3/2020 Approved)

Contact Information

Main Address

265 Franklin Street Suite 401, Boston, MA 02110

Phone Number

(617) 259-1767

# of Employees

33

SEC notice filing (28 States and Territories)

Registered to provide investment advisory services in 28 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

DISCLOSURE BROCHURE FOR MAYFLOWER FINANCIAL ADVISORS, LLC (3/27/2026)

Regulatory Assets Under Management

Total Number of Accounts

2,924

AUM (Assets Under Management)

$5,815,579,654

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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.

1) On a temporary and transitional basis, Mr. Patterson will be dually registered as an investment advisor representative with MHP Asset Management LLC and Mayflower Financial Advisors, LLC. MHP Asset Management LLC and Mayflower Financial Advisors, LLC are not affiliated entities. 2) 1) Licensed insurance agent; Not investment-related; Sebastian, FL, 32958; Insurance sales; Implementation of insurance recommendations; 12 hours per month, 0 during trading hours; Licensed insurance agent

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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".
MA
MAYFLOWER ADVISORS

MAYFLOWER ADVISORS | MAYFLOWER FINANCIAL ADVISORS, LLC

CRD#: 307857 / SEC#: 801-118381
RIA
Registered Investment Advisory firm - SEC (4/3/2020 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.
IAR
Florida
(4/14/2026)

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

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 66 — Uniform Combined State Law Examination

Passed Jan 2004About the Series 66 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Dec 2003About the Series 63 exam

Series 65 — Uniform Investment Adviser Law Examination

Passed Jun 1995About the Series 65 exam

Series 7 — General Securities Representative Examination

Passed Dec 2003About the Series 7 exam

Series 24 — General Securities Principal Examination

Passed Aug 2004About the Series 24 exam

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CRS (Client Relationship Summary) - RIA

Click below to view Maurice Hamilton Patterson's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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