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Susan Marie Patterson

HART & PATTERSON FINANCIAL GROUP LLP·AMHERST, Massachusetts
Clean recordHART & PATTERSON FINANCIAL GROUP LLP
19 RESEARCH DRIVE, AMHERST, MA 01002CRD# 3278460Firm CRD# 310639

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Susan Marie Patterson · AMHERST, MA
Registration
CRD #3278460 · HART & PATTERSON FINANCIAL GROUP LLP
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Susan Marie Patterson is a registered financial advisor based in AMHERST, Massachusetts, affiliated with HART & PATTERSON FINANCIAL GROUP LLP. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
HART & PATTERSON FINANCIAL GROUP, LLC
HART & PATTERSON FINANCIAL GROUP
AUM
$251M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at HART & PATTERSON FINANCIAL GROUP, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 3278460
Firm CRD# 310639
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Susan Marie Patterson offer?
Susan Marie Patterson specializes in Financial Planning, Investment Management. Contact their office in AMHERST, Massachusetts for a consultation.
What are Susan Marie Patterson's credentials?
Susan Marie Patterson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Susan Marie Patterson located?
Susan Marie Patterson is based in AMHERST, Massachusetts, working with HART & PATTERSON FINANCIAL GROUP LLP. Their office serves clients in the AMHERST metropolitan area and surrounding communities.
How does Susan Marie Patterson charge for services?
Susan Marie Patterson's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is HART & PATTERSON FINANCIAL GROUP LLP?
HART & PATTERSON FINANCIAL GROUP LLP has approximately 4 employees and manages $251M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at HART & PATTERSON FINANCIAL GROUP LLP

Vikki Diane Lenhart
AMHERST, MA

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Research
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