Bart A. Patterson

ZENITH ADVISORY GROUP

Ocala, FL 34471

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CRD#: 5923711

Professional summary

Bart Alan Patterson, who also goes by Bart Patterson, Bart A Patterson, is a registered financial advisor currently at ZENITH ADVISORY GROUP, LLC located in Ocala, Florida.

Bart is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Bart has worked at 4 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Bart Patterson | Bart A Patterson

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.

Bart Alan Patteson; licensed agent;

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bart Alan 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

July 13, 2022 - Present

ZENITH ADVISORY GROUP, LLC

Office #1: 1900 Se 18th Ave, Ocala, FL 34471Office #2: 1068 Lake Sumter Landing, The Villages, FL 32162

RIA

CRD#: 321689

Ocala, FL

Past

September 12, 2018 - June 21, 2022

GOLDEN RESERVE RETIREMENT, LLC

RIA

CRD#: 283588

DUBLIN, OH

Past

June 6, 2016 - June 26, 2018

PARADY WEALTH MANAGEMENT

RIA

CRD#: 169997

THE VILLAGES, FL

Past

December 1, 2011 - May 5, 2016

BEACON HILL INVESTMENT ADVISORY, LLC

RIA

CRD#: 148463

BELLEFONTAINE, OH

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
(7/13/2022)

IAR

Louisiana
(7/26/2023)

IAR

Ohio
(7/25/2022)

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 65

Date: 12/2/2010

Uniform Investment Adviser Law Examination

Current Firm

ZENITH ADVISORY GROUP, LLC

CRD#: 321689 / SEC#:

Florida

Registered Investment Advisory firm - (7/13/2022 Approved)

Louisiana

Registered Investment Advisory firm - (7/26/2023 Approved)

Ohio

Registered Investment Advisory firm - (7/25/2022 Approved)

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Contact information

Main Address

1068 Lake Sumter Landing, The Villages, FL 32162

Mailing Address

Phone number

(352) 282-0810

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	534
AUM (Assets Under Management)	$ 94,647,275

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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Bart A. Patterson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bart Alan Patterson's CRS (Customer Relationship Summary).

Certified licenses

Experience

ZENITH ADVISORY GROUP, LLC

GOLDEN RESERVE RETIREMENT, LLC

PARADY WEALTH MANAGEMENT

BEACON HILL INVESTMENT ADVISORY, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 12/2/2010

Current Firm

ZENITH ADVISORY GROUP, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

ZENITH ADVISORY GROUP, LLC

TRUST BUT VERIFY

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