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Advisors / Massachusetts / Boston
9yrs

Benjamin Patch

Financial advisor at Middleton & Company

Benjamin Patch has worked in the financial industry for 9 years and is a fiduciary financial advisor based in Boston, Massachusetts. Benjamin has been with Middleton & Company since 2026; before that, Benjamin spent three years at Wealth Enhancement Advisory Services and a year at North American Management. Middleton & Company offers investment management and is paid through a percentage of assets.

One of 3765 advisors with offices in Boston, and one of 3311 fiduciaries.

Boston, MA 02210Fiduciary advisor
Call the officeDirections

At a glance

Experience9 years (since 2017)
How that compares ?9 years in the industry
Office600 Atlantic Avenue; 18th Floor, Boston, MA 02210
How the firm is paid ?Percent of assets
Typical client at the firm ?$3.08 million
Advisors at the firm7
States licensed ?1 state

Services through Middleton & Company

Investment management for individuals and small businessesInvestment management for businesses and institutions

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Series 63Uniform Securities Agent State Law Examination
Series 65Uniform Investment Adviser Law Examination

Career

  1. Jul 2026 – now
  2. 2021 – 2024
  3. Feb 2020 – Apr 2021
    North American Management CorpPreviously
  4. Oct 2017 – Jun 2018
    McAdam LLCPreviously

Questions to ask Benjamin

Tailored to Benjamin’s registration and firm.

  1. Where would my money be held, and will I get statements directly from that firm?
  2. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

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About Benjamin

How do I contact Benjamin?

Call Middleton & Company at (617) 357-5101 and ask for Benjamin Patch. Benjamin works from the Boston, MA office.

How long has Benjamin been a financial advisor?

Benjamin has been in the industry since 2017, about 9 years. 9 years in the industry.

What licenses does Benjamin hold?

Series 63, Series 65. Tap any license on this page to see what it allows.

Is Benjamin a fiduciary?

Benjamin is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Benjamin paid?

Middleton & Company reports being paid by a percentage of the assets they manage. Ask Benjamin for your total yearly cost in dollars.

Official record as of October 3, 2026.

This profile is for information only and is not financial advice or a recommendation.

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