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Benjamin Patch

Benjamin Patch

MIDDLETON & COMPANY | Associate Financial Advisor
BOSTON, MA 02210-2211
Some features on this profile are disabled
CRD#: 6811830
Benjamin Patch
Benjamin PatchMIDDLETON & COMPANY

Professional summary

Benjamin Patch, who also goes by Benjamin Joseph Patch, is a registered financial advisor currently at MIDDLETON & COMPANY INC. located in Boston, Massachusetts.

Benjamin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Benjamin has worked at 5 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.

At a Glance

Always Fiduciary

Biography

Ben's five years of experience in the financial service sector includes time spent working on the operational side of MFS Investment Management. His personable nature, meticulous attention to detail and his innate sense of tact make Ben an ideal fit for his role with Wealth Enhancement Group. As a CFA Program participant having passed level I in February 2022, when he's not studying or working, Ben likes to spend time with his fiancé, Micaela and his yellow lab, Basil. He enjoys golf, cooking and exploring the magnificent sights of the Maine coast.

Aliases

Benjamin Joseph Patch

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.
Wealth Enhancement Group DBA

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Benjamin Patch'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

July 30, 2026 - Present

MIDDLETON & COMPANY INC.

Office #1: 600 Atlantic Avenue; 18th Floor, Boston, MA 02210-2211
RIA
CRD#: 104549
BOSTON, MA
Past

April 13, 2021 - September 30, 2024

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

RIA
CRD#: 116407
BOSTON, MA
Past

February 11, 2020 - April 14, 2021

NORTH AMERICAN MANAGEMENT CORP

RIA
CRD#: 104825
BOSTON, MA
Past

October 11, 2017 - June 6, 2018

MCADAM LLC

RIA
CRD#: 170914
Boston, MA
Past

August 4, 2017 - November 15, 2017

PURSHE KAPLAN STERLING INVESTMENTS

BD
CRD#: 35747
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".
M&
MIDDLETON & COMPANY INC.
MIDDLETON & COMPANY INC.

CRD#: 104549 / SEC#: 801-21247

RIA
Registered Investment Advisory firm - (5/4/1984 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
Massachusetts
(7/30/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 9/18/2017
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 8/18/2017
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 11/15/2017
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 6
Date: 8/4/2017
Investment Company Products/Variable Contracts Representative Examination

Current Firm

M&
MIDDLETON & COMPANY INC.
MIDDLETON & COMPANY INC.

CRD#: 104549 / SEC#: 801-21247

RIA
Registered Investment Advisory firm - (5/4/1984 Approved)
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Contact information

Main Address
600 Atlantic Avenue; 18th Floor, Boston, MA 02210-2211
Mailing Address
Phone number
(617) 357-5101
Established
Firm type
Fiscal year end
# of Employees
15

SEC notice filing (16 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

MIDDLETON & COMPANY, INC. FORM ADV PART 2A BROCHURE - 3.2025 (3/28/2025)

Regulatory assets under management

Total Number of Accounts602
AUM (Assets Under Management)$ 1,159,077,098

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
07/28/2025
Cover Page
Report
08/28/2024
Cover Page
Report
11/28/2023
Cover Page
Report
02/24/2023
Cover Page
Report

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

MIDDLETON & COMPANY INC.

Associate Financial AdvisorCRD#: 104549Boston, MA 02210-2211

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