Unclaimed Profile

Bart Alan Patterson

GOLDEN RESERVE RIA, LLC·DUBLIN, Ohio

Series 65Clean record14 years registeredGOLDEN RESERVE RIA, LLC

270 BRADENTON AVENUE, DUBLIN, OH 43017CRD# 5923711Firm CRD# 283588

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Bart Alan Patterson · DUBLIN, OH

Registration

CRD #5923711 · GOLDEN RESERVE RIA, LLC · 14 years registered

Brand Profile

Not yet started

Career History

ZENITH ADVISORY GROUP, LLC

Jul 2022 – present

GOLDEN RESERVE RIA, LLC

Sep 2018 – Jun 2022

DUBLIN, OH

BLUEPRINT WEALTH MANAGEMENT

Jun 2016 – Jun 2018

THE VILLAGES, FL

BEACON HILL INVESTMENT ADVISORY, LLC

Dec 2011 – May 2016

BELLEFONTAINE, OH

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · December 1, 2011

Years registered · 14

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

GOLDEN RESERVE RETIREMENT, LLC

CRD 283588 · SEC 801-121383

AUM

$201M

Regulatory assets under management

Employees

1,848 client accounts

Services offered by GOLDEN RESERVE RETIREMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Market timing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at GOLDEN RESERVE RETIREMENT, LLC →

Introduction

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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.

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