Curtis H. Patterson

PATTERSON PARTNERS LTD.

Hamilton, HM 11

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CRD#: 8058336

Professional summary

Curtis Hiram Paynter Patterson, who also goes by Curtis Patterson, is a registered financial advisor currently at PATTERSON PARTNERS LTD. .

Curtis is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Curtis has worked at 1 firm and has passed the SIE exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Curtis 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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Curtis Hiram Paynter Patterson'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

April 16, 2025 - Present

PATTERSON PARTNERS LTD.

Office #1: 22 Queen Street 4th Floor, Hamilton, HM 11

RIA

CRD#: 305859

Hamilton,

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".

PATTERSON PARTNERS LTD.

CRD#: 305859 / SEC#: 801-117659

RIA

Registered Investment Advisory firm - (12/13/2019 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

Texas
(4/16/2025)

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

General Industry/Product Exam

SIE

Date: 2/18/2025

Securities Industry Essentials Examination

Current Firm

PATTERSON PARTNERS LTD.

CRD#: 305859 / SEC#: 801-117659

RIA

Registered Investment Advisory firm - (12/13/2019 Approved)

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Contact information

Main Address

22 Queen Street 4th Floor, Hamilton, HM 11

Mailing Address

P.o. Box Hm 435, Hamilton, HM BX

Phone number

(441) 296-3528

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (1 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2 - PATTERSON PARTNERS LTD (9/30/2025)

Regulatory assets under management

Total Number of Accounts	24
AUM (Assets Under Management)	$ 31,484,085

Red Flags

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Firm Stability Insights

Curtis H. Patterson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Curtis Hiram Paynter Patterson's CRS (Customer Relationship Summary).

Certified licenses

Experience

PATTERSON PARTNERS LTD.

Primary Firm SEC Registration

PATTERSON PARTNERS LTD.

State Registrations and Notice Filings

Exams

SIE

Date: 2/18/2025

Current Firm

PATTERSON PARTNERS LTD.

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

PATTERSON PARTNERS LTD.

TRUST BUT VERIFY

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