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MP

Maurice H. Patterson

MHP ASSET MANAGEMENT
Tilton, NH 03276
Some features on this profile are disabled
CRD#: 2574783
MP

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 MHP ASSET MANAGEMENT located in Tilton, New Hampshire and 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.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Mark Hamilton Patterson Jr | Mark Patterson Jr | Maurice Hamilton Patterson Jr

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 Maurice Hamilton Patterson'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

March 9, 2006 - Present

MHP ASSET MANAGEMENT

Office #1: 322 West Main St, Tilton, NH 03276
RIA
CRD#: 139995
Tilton, NH
Current

April 14, 2026 - Present

MAYFLOWER ADVISORS

RIA
CRD#: 307857
SEBASTIAN, FL
Past

September 5, 2023 - January 16, 2024

COMPASS FINANCIAL MANAGEMENT LLC

RIA
CRD#: 156345
Dartmouth, MA
Past

April 21, 2006 - December 31, 2010

MHP ASSET MANAGEMENT

RIA
CRD#: 139995
CONWAY, NH
Past

February 11, 2005 - February 21, 2006

WALNUT STREET SECURITIES, INC.

RIA
CRD#: 15840
ALBANY, NH
Past

February 11, 2005 - April 26, 2006

WALNUT STREET SECURITIES, INC.

BD
CRD#: 15840
EL SEGUNDO, CA
Past

January 1, 2005 - January 26, 2005

BANCNORTH INVESTMENT GROUP, INC.

BD
CRD#: 31299
ST. CLOUD, MN
Past

July 20, 2004 - January 26, 2005

CETERA INVESTMENT SERVICES LLC

RIA
CRD#: 15340
NORTH CONWAY, NH
Past

July 20, 2004 - January 1, 2005

CETERA INVESTMENT SERVICES LLC

BD
CRD#: 15340
ST. CLOUD, MN
Past

January 19, 2004 - July 20, 2004

MSI FINANCIAL SERVICES, INC.

RIA
CRD#: 14251
MANCHESTER, NH
Past

December 16, 2003 - July 20, 2004

METROPOLITAN LIFE INSURANCE COMPANY

BD
CRD#: 4095
NEW YORK, NY
Past

December 16, 2003 - July 20, 2004

MSI FINANCIAL SERVICES, INC.

BD
CRD#: 14251
SPRINGFIELD, MA
Past

January 5, 1998 - December 31, 1998

FIRST MONTAUK SECURITIES CORP.

BD
CRD#: 13755
RED BANK, NJ
Past

August 5, 1996 - February 12, 1998

STIRES & CO., INC.

BD
CRD#: 6813
NEW YORK, NY
Past

February 6, 1995 - April 18, 1996

TUCKER ANTHONY INCORPORATED

BD
CRD#: 837
BOSTON, MA

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 - (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.

Highlighted states indicate IAR registrations

IAR
Florida
(11/5/2025)
IAR
Maine
(1/18/2019)
IAR
Massachusetts
(3/28/2024)
IAR
New Hampshire
(3/9/2006)
IAR
Rhode Island
(3/14/2024)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 1/15/2004
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 12/22/2003
Uniform Securities Agent State Law Examination
State Security Law Exam
IAR
Series 65
Date: 6/5/1995
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
Series 7
Date: 12/15/2003
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 8/16/2004
General Securities Principal Examination

Current Firm

MA
MAYFLOWER ADVISORS
MAYFLOWER ADVISORS | MAYFLOWER FINANCIAL ADVISORS, LLC

CRD#: 307857 / SEC#: 801-118381

RIA
Registered Investment Advisory firm - (4/3/2020 Approved)
PREMIUM
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Contact information

Main Address
265 Franklin Street Suite 401, Boston, MA 02110
Mailing Address
Phone number
(617) 259-1767
Established
Firm type
Fiscal year end
# of Employees
30

SEC notice filing (28 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

DISCLOSURE BROCHURE FOR MAYFLOWER FINANCIAL ADVISORS, LLC (3/21/2025)

Regulatory assets under management

Total Number of Accounts2,482
AUM (Assets Under Management)$ 4,779,428,058

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

MAYFLOWER ADVISORS

CRD#: 307857Tilton, NH 03276

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