AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check
AP

Andrew T. Patterson

MHP ASSET MANAGEMENT
Tilton, NH 03276
Some features on this profile are disabled
CRD#: 7066271
AP

Professional summary


Andrew Thomas Patterson is a registered financial advisor currently at MHP ASSET MANAGEMENT located in Tilton, New Hampshire.

Andrew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Andrew has worked at 1 firm and has passed the Series 65 exam.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


None

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.
1) PROVIDENCE PUBLIC SCHOOLS; PROVIDENCE, RI; PUBLIC SCHOOL; TEACHER; 02/2023; APPROX. 160 HOURS PER MONTH DURING TRADING HOURS; 0 HOURS PER MONTH DURING NON-TRADING HOURS; TEACHER IN PUBLIC SCHOOL.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Andrew Thomas 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

December 12, 2023 - Present

MHP ASSET MANAGEMENT

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

January 23, 2019 - March 9, 2022

MHP ASSET MANAGEMENT

RIA
CRD#: 139995
PORTLAND, ME

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
New Hampshire
(12/12/2023)
IAR
Rhode Island
(2/29/2024)

Exams


State Security Law Exam
IAR
Series 65
Date: 12/21/2018
Uniform Investment Adviser Law Examination

Current Firm


MA
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)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

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
2

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts99
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.

Company Information


MHP ASSET MANAGEMENT

CRD#: 139995Tilton, NH 03276

TRUST BUT VERIFY

Monitor Andrew Patterson

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


Thomas Howard Acerra Jr.
Thomas AcerraAdvisorCheck Check Mark
LPL FINANCIAL LLC
IAR
RR
RED BANK, NJ
Dale Thomas Miller
Dale MillerAdvisorCheck Check Mark
MORGAN STANLEY
IAR
RR
Moscow, ID
Samuel William Spanos
Samuel SpanosAdvisorCheck Check Mark
RAYMOND JAMES & ASSOCIATES, INC.
IAR
RR
Sea Island, GA
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics