Maurice Patterson
Mayflower Advisors · Boston, Massachusetts
Maurice Patterson is a fee-only financial advisor at Mayflower Advisors in Boston, Massachusetts. Mayflower Advisors reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Mayflower Advisors |
|---|---|
| Based in | Boston, Massachusetts |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $5.82B across 2,924 accounts |
| SEC registration | Investment adviser representative in FL · CRD 2574783 |
| Exams passed | Series 63 (2003) · Series 65 (1995) · Series 66 (2004) |
| Firm size | 33 employees |
| Disclosures | None reported |
| Website | mayfloweradvisors.com |
How Maurice's firm compares
- Mayflower Advisors's average account is about $2.0 million, from its Form ADV (assets managed divided by 2,924 accounts).
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Questions about Maurice
Is Maurice Patterson a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Maurice holds no broker registration, and Mayflower Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Maurice charge for financial advice?
Maurice's firm, Mayflower Advisors, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Maurice Patterson based?
Maurice Patterson is based in Boston, Massachusetts.
Is Maurice Patterson registered with the SEC?
Yes. Maurice Patterson is registered as an investment adviser representative in FL (CRD 2574783), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Mayflower Advisors manage?
Mayflower Advisors reports $5.82B across 2,924 accounts in assets under management.
How do I contact Maurice Patterson?
Through Maurice's website, mayfloweradvisors.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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