Benjamin Patch
Investment adviser representative at Middleton & Company Inc.
13 yearsExperience
1 stateRegistered in
$1.2BFirm assets
42 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
13 years in the industry.
- Middleton & Company Inc.Jul 2026 to now
- Wealth Enhancement GroupApr 2021 to now
- North American Management CorpJun 2019 to Apr 2021
- Massachusetts Financial Services CompanyAug 2018 to Jun 2019
- Mcadam LLCJun 2017 to Jun 2018
- Purshe Kaplan Sterling Investments, IncJun 2017 to Jun 2018
- Digital Federal Credit UnionMay 2016 to Jan 2017
- Saint Joseph's CollegeAug 2013 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2017
- Series 65 · Uniform Investment Adviser Law2017
State registrations
Registered as an investment adviser representative in 1 state (MA).
Middleton & Company Inc.
$1.2BAssets managed
368Clients
7Advisers
42 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6811830
- Firm CRD
- 104549