Maurice H. Patterson

MHP ASSET MANAGEMENT

Tilton, NH 03276

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CRD#: 2574783

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.

Maurice is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1995. Maurice has worked at 10 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.

Licensed insurance producer

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Maurice Hamilton Patterson'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 9, 2006 - Present

MHP ASSET MANAGEMENT

Office #1: 322 West Main St, Tilton, NH 03276

RIA

CRD#: 139995

Tilton, NH

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.

CRD#: 15840

EL SEGUNDO, CA

Past

January 1, 2005 - January 26, 2005

BANCNORTH INVESTMENT GROUP, INC.

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

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

CRD#: 4095

NEW YORK, NY

Past

December 16, 2003 - July 20, 2004

MSI FINANCIAL SERVICES, INC.

CRD#: 14251

SPRINGFIELD, MA

Past

January 5, 1998 - December 31, 1998

FIRST MONTAUK SECURITIES CORP.

CRD#: 13755

RED BANK, NJ

Past

August 5, 1996 - February 12, 1998

STIRES & CO., INC.

CRD#: 6813

NEW YORK, NY

Past

February 6, 1995 - April 18, 1996

TUCKER ANTHONY INCORPORATED

CRD#: 837

BOSTON, MA

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)

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

State Security Law Exam

IAR

Series 66

Date: 1/15/2004

Uniform Combined State Law Examination

State Security Law Exam

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

Series 7

Date: 12/15/2003

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 8/16/2004

General Securities Principal Examination

Current Firm

MHP ASSET MANAGEMENT

MHP ASSET MANAGEMENT | MHP CAPITAL LLC | MHP ASSET MANAGEMENT LLC

CRD#: 139995 / SEC#:

Florida

Registered Investment Advisory firm - (11/5/2025 Approved)

Maine

Registered Investment Advisory firm - (1/17/2019 Approved)

Massachusetts

Registered Investment Advisory firm - (3/28/2024 Approved)

New Hampshire

Registered Investment Advisory firm - (4/21/2006 Approved)

Rhode Island

Registered Investment Advisory firm - (2/28/2024 Approved)

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Contact information

Main Address

322 West Main St, Tilton, NH 03276

Mailing Address

Po Box 601, Alton, NH 03809

Phone number

(603) 447-1979

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	99
AUM (Assets Under Management)	$ 47,970,000

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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Advisor Monitoring

Firm Stability Insights

Maurice H. Patterson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

COMPASS FINANCIAL MANAGEMENT LLC

MHP ASSET MANAGEMENT

WALNUT STREET SECURITIES, INC.

WALNUT STREET SECURITIES, INC.

BANCNORTH INVESTMENT GROUP, INC.

CETERA INVESTMENT SERVICES LLC

CETERA INVESTMENT SERVICES LLC

MSI FINANCIAL SERVICES, INC.

METROPOLITAN LIFE INSURANCE COMPANY

MSI FINANCIAL SERVICES, INC.

FIRST MONTAUK SECURITIES CORP.

STIRES & CO., INC.

TUCKER ANTHONY INCORPORATED

State Registrations and Notice Filings

Exams

Series 66

Date: 1/15/2004

Series 63

Date: 12/22/2003

Series 65

Date: 6/5/1995

Series 7

Date: 12/15/2003

Series 24

Date: 8/16/2004

Current Firm

MHP ASSET MANAGEMENT

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

MHP ASSET MANAGEMENT

TRUST BUT VERIFY

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