Advisor at Zenith Advisory Group, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Zenith Advisory Group, LLC
Location
The Villages, FL 32162
Credentials
Series 65
Industry experience
13 years
Bart Patterson is a financial advisor with Zenith Advisory Group, LLC, holding a Series 65 designation and 13 years of industry experience. His prior experience includes roles at Golden Reserve, LLC, Parady Financial Group, and Beacon Hill Investment Advisory, LLC. He is also a licensed agent. Zenith Advisory Group provides advisory services primarily to individual and high-net-worth clients, offering portfolio management, financial planning, and retirement plan advisory services. The firm employs a long-term investment approach based on modern portfolio theory and customizes asset selection according to client goals and risk tolerances.
Based on Zenith Advisory Group, LLC
Financial planning fees are fixed, negotiated between $500 - $2,500.
Minimum fee: Fixed portfolio management fees range between $500 - $25,000 per year, negotiable. Fee-only: Financial planning fixed fees range between $500 - $2,500, negotiable.
1068 Lake Sumter Landing
The Villages, FL 32162
Florida · Louisiana · Ohio
Zenith Advisory Group, LLC
2022 - Present (4 years)
Golden Reserve, LLC
2018 - 2022 (4 years)
Golden Reserve LLC
2018 - 2022 (4 years)
Parady Financial Group
2015 - 2018 (3 years)
Beacon Hill Investment Advisory, LLC
2011 - 2016 (5 years)
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Is active or affiliated with:
Insurance agent
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®
The Villages, FL
Richard A. Stebbins CPA CFP CMFC
Series 63, Series 65
Tavares, FL
LSP Advisory LLC
ChFC®, Series 63
The Villages, FL
Barber & Associates
CFP®, Series 63, Series 65
The Villages, FL
Bill Losey Retirement Solutions, LLC
Series 63, Series 65
Oxford, FL
Dushane Management, Inc.
Series 65
The Villages, FL
Zenith Advisory Group, LLC
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