Bart Patterson has been an investment adviser representative at Zenith Advisory Group since July 2022, and is not listed among the firm’s executive officers or direct owners. Bart Patterson holds a Bachelor's degree in accounting from Bowling Green State University and a Master's degree in taxation from Bowling Green State University.
Zenith Advisory Group, LLC is a The Villages, FL firm with $115M under management, 186 clients and 2 advisers across 2 offices, as of its February 2026 filing.
Bart Patterson is Founder and CEO of Zenith Advisory Group. He started his career in financial services with Ernst & Young, previously owned his own CPA firm, and was a partner at several retirement planning firms before starting Zenith. He founded Zenith Advisory Group to provide clients with retirement strategies that address the most important risks in retirement.
Bart Patterson’s longest registration was 4 years at Beacon Hill Investment Advisory, LLC (2011–2016). Before joining Zenith Advisory Group in 2022, Bart Patterson was registered through Golden Reserve RIA, LLC and Blueprint Wealth Management.
- Zenith Advisory Group, LLCCurrent– present · 4 yearsThe Villages, FL · Adviser representative · Firm CRD 321689
- Golden Reserve RIA, LLC– · 3 yearsDublin, OH · Adviser representative · Firm CRD 283588
- Blueprint Wealth Management– · 2 yearsThe Villages, FL · Adviser representative · Firm CRD 169997
- Beacon Hill Investment Advisory, LLC– · 4 yearsBellefontaine, OH · Adviser representative · Firm CRD 148463
Professional designations
Listed by Zenith Advisory Group
- Certified Public Accountant (CPA)
Investment adviser representative registrations
Bart Patterson is registered as an investment adviser representative in 3 states. The first approvals date from July 2022; the most recent is Louisiana, in July 2023.
- FloridaSince 13 July 2022
- LouisianaSince 26 July 2023
- OhioSince 25 July 2022
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 2 December 2010 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Bart Alan Patterson
- CRD
- 5923711
- Firm
- Zenith Advisory Group · CRD 321689
- Office
- 1068 LAKE SUMTER LANDING, The Villages, FL 32162
- Registration
- Investment adviser registration
- In the industry since
- April 2012
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- zenith-advisor.com
Where does Bart Patterson work?
Bart Patterson is an investment adviser representative registered through Zenith Advisory Group, LLC since July 2022, and is not listed among the firm’s executive officers or direct owners.
Is Bart Patterson a financial advisor?
Yes. Bart Patterson has a current investment-adviser registration in Florida, Louisiana and Ohio, through Zenith Advisory Group since July 2022.
How many years of experience does Bart Patterson have?
Bart Patterson has 14 years in the financial industry, since April 2012, across 4 adviser firms.
What exams has Bart Patterson passed?
Bart Patterson passed the Series 65 in December 2010.
Where did Bart Patterson work before Zenith Advisory Group?
Before Zenith Advisory Group, Bart Patterson was registered through Golden Reserve RIA, LLC, September 2018 to June 2022; Blueprint Wealth Management, June 2016 to June 2018; Beacon Hill Investment Advisory, LLC, December 2011 to May 2016.
Where is Bart Patterson based?
Bart Patterson’s registered office is in The Villages, FL.
Is Bart Patterson registered with FINRA?
No. Bart Patterson has no current broker registration.
How can I verify Bart Patterson’s record?
Search CRD 5923711 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Bart Patterson’s full registration record.
