AdvisorOS Directory
Claim Profile
BP

Bart Alan Patterson

GOLDEN RESERVE RIA, LLC·DUBLIN, Ohio
Unclaimed Profile
270 BRADENTON AVENUE, DUBLIN, OH 43017CRD# 5923711Firm CRD# 283588
01

About

Bart Alan Patterson is a registered financial advisor based in DUBLIN, Ohio, affiliated with GOLDEN RESERVE RIA, LLC. 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
Nonprofits & Foundations
03

Firm Overview

Firm
GOLDEN RESERVE RETIREMENT, LLC
GOLDEN RESERVE RETIREMENT, LLC
AUM
$201M
Regulatory assets under management
Employees
9
Total firm employees
View all advisors at GOLDEN RESERVE RETIREMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Market timing services
Charitable organization or education services
04

Background

Compensation
Subscription fees
Regulatory
SEC/IARD CRD# 5923711
Firm CRD# 283588
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in DUBLIN?

Browse all registered financial advisors in DUBLIN, Ohio or claim this profile if it's yours.

Browse DUBLIN AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Bart Alan Patterson offer?
Bart Alan Patterson specializes in Financial Planning, Investment Management. Contact their office in DUBLIN, Ohio for a consultation.
What are Bart Alan Patterson's credentials?
Bart Alan Patterson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Bart Alan Patterson located?
Bart Alan Patterson is based in DUBLIN, Ohio, working with GOLDEN RESERVE RIA, LLC. Their office serves clients in the DUBLIN metropolitan area and surrounding communities.
How does Bart Alan Patterson charge for services?
Bart Alan Patterson's firm is compensated through subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is GOLDEN RESERVE RIA, LLC?
GOLDEN RESERVE RIA, LLC has approximately 9 employees and manages $201M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in DUBLIN
Richard Donald Nadler — KEELER & NADLER FINANCIAL PLANNING AND WEALTH MANAGEMENT, LLCBruce Edward Mckibben — MEEDER ADVISORY SERVICES, INCJanine Jennifer Keeler — KEELER & NADLER FINANCIAL PLANNING AND WEALTH MANAGEMENT, LLCMark Shary — TAMARIND HILL INVESTMENT MANAGEMENT, LLCAndrew Paul Keeler — KEELER & NADLER FINANCIAL PLANNING AND WEALTH MANAGEMENT, LLC
Nearby cities in Ohio
CINCINNATI (755)CLEVELAND (395)COLUMBUS (392)BEACHWOOD (138)AKRON (70)
City Guides
CINCINNATI GuideCLEVELAND GuideCOLUMBUS GuideBEACHWOOD GuideAKRON Guide
Research
Advisor Fees in OhioNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile