Benjamin Patch
Investment Adviser Representative at Middleton & Company Inc.
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Benjamin Patch is an investment adviser representative with Middleton & Company Inc. in Boston, MA, where they have been registered since 2026. They have worked in the securities industry since 2021 and have been registered with 4 firms, including Wealth Enhancement Advisory Services, LLC and North American Management Corp. They have passed 4 industry qualification exams, including the Series 65 (investment adviser), Series 63 (state securities agent), and Series 6 (investment company and variable products). They are registered to provide investment advice in Massachusetts.
Office
Advisors at this office: 4
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Massachusetts
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Purshe Kaplan Sterling Investments, IncJun 2017 – Jun 2018Albany, NY
- McAdam LLCJun 2017 – Jun 2018Chicago, IL
- Saint Joseph's CollegeAug 2013 – May 2017Standish, ME
- Digital Federal Credit UnionMay 2016 – Jan 2017Marlborough, MA
- North American Management CorpJun 2019 – Apr 2021Boston, MA
- Massachusetts Financial Services CompanyAug 2018 – Jun 2019Boston, MA
- Wealth Enhancement GroupApr 2021 – no end date reportedPlymouth, MN
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Middleton & Company Inc.
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Firm account minimum
- $1,000,000 (waivable)
- First $1,000,0001.00%
- Next $1,000,0000.90%
- Next $1,000,0000.80%
- Next $1,000,0000.70%
+3 more tiers on the firm profile
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Objective investment advice and disciplined investment management
Client types the firm serves
Firm assets under management
$1B–$5B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 7
- Offices listed on AdvisorFinder:
- 1
- Main office:
- Boston, MA
- SEC file number:
- 801-21247
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of May 4, 2026
View full firm profileOther advisors at Middleton & Company Inc.
6 other advisors in the directory
Similar advisors in Boston, MA
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Benjamin Patch has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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