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Patrick W French

TSG ALPHA PARTNERS
OLD BRIDGE, NJ
·CRD# 2892709·19 years experience

Professional Summary

Patrick W French, who also goes by Patrick William French, Patrick William Frereh, is a registered financial advisor currently at TSG ALPHA PARTNERS, LLC located in Old Bridge, New Jersey. Patrick is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Patrick has worked at 4 firms and has passed the Series 65, Series 63, 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

Patrick William French, Patrick William Frereh

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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

19 years in the financial services industry

Current & Past Employments

TSG ALPHA PARTNERS, LLC·CRD# 319493
RIA
3663 Route 9 N Suite 2, Old Bridge, NJ 08857
November 11, 2025 - Present
STAR WEALTH ADVISORS·CRD# 332344
RIA
Manalapan, NJ
March 19, 2025 - October 30, 2025
STAR WEALTH ADVISORS·CRD# 332344
RIA
Manalapan, NJ
November 21, 2024 - December 16, 2024
CORECAP ADVISORS·CRD# 158819
RIA
Manalapan, NJ
November 4, 2022 - November 26, 2024
CITIGROUP GLOBAL MARKETS INC.·CRD# 7059
BD
New York, NY
March 7, 2007 - February 6, 2009

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Current Firm

TA
TSG ALPHA PARTNERS, LLC

TSG ALPHA | TSG ALPHA PARTNERS, LLC

CRD#: 319493 / SEC#: 801-131801
RIA
Registered Investment Advisory firm - SEC (2/7/2025 Approved)
Florida
Registered Investment Advisory firm - Florida (2/18/2025 Terminated)
Louisiana
Registered Investment Advisory firm - Louisiana (2/18/2025 Terminated)
New Jersey
Registered Investment Advisory firm - New Jersey (2/27/2025 Terminated)
New York
Registered Investment Advisory firm - New York (2/18/2025 Terminated)
Texas
Registered Investment Advisory firm - Texas (2/18/2025 Terminated)
Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

Contact Information

Main Address

3663 Route 9 N Suite 2, Old Bridge, NJ 08857

Phone Number

(631) 403-5364

# of Employees

10

SEC notice filing (14 States and Territories)

Registered to provide investment advisory services in 14 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

TSG ALPHA PARTNERS, LLC - FIRM BROCHURE (9/11/2026)

Regulatory Assets Under Management

Total Number of Accounts

128

AUM (Assets Under Management)

$134,944,668

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

Insurance Sales; Life producer and annuity sales; approx. 160 hours per month; approx. 160 hours per month during trading hours; similar clientele

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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".
TA
TSG ALPHA PARTNERS, LLC

TSG ALPHA | TSG ALPHA PARTNERS, LLC

CRD#: 319493 / SEC#: 801-131801
RIA
Registered Investment Advisory firm - SEC (2/7/2025 Approved)
Florida
Registered Investment Advisory firm - Florida (2/18/2025 Terminated)
Louisiana
Registered Investment Advisory firm - Louisiana (2/18/2025 Terminated)
New Jersey
Registered Investment Advisory firm - New Jersey (2/27/2025 Terminated)
New York
Registered Investment Advisory firm - New York (2/18/2025 Terminated)
Texas
Registered Investment Advisory firm - Texas (2/18/2025 Terminated)
Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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
New Jersey
(12/23/2025)
IAR
New York
(11/11/2025)

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 65 — Uniform Investment Adviser Law Examination

Passed May 2022About the Series 65 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Mar 2007About the Series 63 exam

Series 7 — General Securities Representative Examination

Passed Mar 2007About the Series 7 exam

Series 24 — General Securities Principal Examination

Passed Dec 2008About the Series 24 exam

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CRS (Client Relationship Summary) - RIA

Click below to view Patrick W French's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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PF
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