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Michael Patrick Hatch

Investment Adviser Representative at Sequoia Financial Group, L.L.C.

Pasadena, CACRD #1968086Investment Adviser Representative
Disclosure(s) on record — verify on FINRA BrokerCheck
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
37 yrs
Exams Passed
5

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Michael Patrick Hatch is an investment adviser representative in Pasadena, CA, currently registered with Sequoia Financial Group, L.L.C. and Sterling Financial Group, Inc. They have worked in the securities industry since 1989 and have been registered with 4 firms, including LPL Financial LLC and The Sterling Group. They have passed 5 industry qualification exams, including the Series 7 (general securities representative), Series 24 (general securities principal), and Series 63 (state securities agent). They are registered to provide investment advice in California, Michigan, and Texas.

Office

201 S. Lake Avenue, Suite 500
Pasadena, CA 91101

Advisors at this office: 4

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 14, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
California, Michigan, Texas

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 63
Uniform Securities Agent State Law Examination
Passed 12/7/1990
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 31
Futures Managed Funds Examination
Passed 8/26/2003
Series 7
General Securities Representative Examination
Passed 7/15/1989
Series 24
General Securities Principal Examination
Passed 8/11/1999

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Sequoia Financial Group, L.L.C.Current
10/16/2025 – Pasadena, CA
Sterling Financial Group, Inc.Current
4/29/2019 – Pasadena, CA
LPL Financial LLC
2/3/2017 – 12/1/2022Pasadena, CA
THE Sterling Group
11/5/1999 – 4/29/2019Pasadena, CA
LPL Financial LLC
9/24/1998 – 9/8/2016Pasadena, CA

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. LPL Financial LLC
    Aug 1998 – no end date reportedPasadena, CA
  2. THE Sterling Group
    Nov 1999 – Apr 2019Pasadena, CA
  3. Sterling Group Wealth Management
    Jul 2012 – Apr 2019Pasadena, CA
  4. Sterling Financial Group, Inc.
    Apr 2019 – no end date reportedPasadena, CA

Official records & sources

Data as of June 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Sequoia Financial Group, L.L.C.

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Hourly
  • Fixed fee
  • Performance-based fees
  • Subscription fee
Estimated blended rate
0.0033

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

Financial PlanningPortfolio Management for Individuals and Small BusinessesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Businesses and InstitutionsPension ConsultingSelection of Other AdvisersPeriodicals and NewslettersEducational Seminars and Workshops

Client types the firm serves

IndividualsHigh Net WorthPooled VehiclesPension/Profit SharingCharitable OrganizationsState/MunicipalCorporations

Firm assets under management

$25B+

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
247
Offices listed on AdvisorFinder:
17
Main office:
Akron, OH
SEC file number:
801-61089

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of August 24, 2026

View full firm profile

Other advisors at Sequoia Financial Group, L.L.C.

Showing 12 of 247 in the directory

View Sequoia Financial Group, L.L.C. firm profile

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Michael Patrick Hatch 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.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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Michael Patrick Hatch (Sequoia Financial Group)