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Edward Bickford Patton

HASTINGS EQUITY PARTNERS, LLC·NEEDHAM, Massachusetts
Clean recordHASTINGS EQUITY PARTNERS, LLC
250 FIRST AVE, NEEDHAM, MA 02494CRD# 6048554Firm CRD# 167499

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Edward Bickford Patton · NEEDHAM, MA
Registration
CRD #6048554 · HASTINGS EQUITY PARTNERS, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Edward Bickford Patton is a registered financial advisor based in NEEDHAM, Massachusetts, affiliated with HASTINGS EQUITY PARTNERS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
HASTINGS EQUITY PARTNERS, LLC
HASTINGS EQUITY PARTNERS, LLC
AUM
$567M
Regulatory assets under management
Employees
13
Total firm employees
View all advisors at HASTINGS EQUITY PARTNERS, LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 6048554
Firm CRD# 167499
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Edward Bickford Patton offer?
Edward Bickford Patton specializes in Retirement Planning. Contact their office in NEEDHAM, Massachusetts for a consultation.
What are Edward Bickford Patton's credentials?
Edward Bickford Patton is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Edward Bickford Patton located?
Edward Bickford Patton is based in NEEDHAM, Massachusetts, working with HASTINGS EQUITY PARTNERS, LLC. Their office serves clients in the NEEDHAM metropolitan area and surrounding communities.
How does Edward Bickford Patton charge for services?
Edward Bickford Patton's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is HASTINGS EQUITY PARTNERS, LLC?
HASTINGS EQUITY PARTNERS, LLC has approximately 13 employees and manages $567M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at HASTINGS EQUITY PARTNERS, LLC

Joseph Gregory Conlon
BOSTON, MA
Katrina Lynn Starr-Frederick
NEEDHAM, MA
Bruce Catron Macrae
NEEDHAM, MA

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Research
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