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Michael Patrick Hatch

Sterling Financial Group, Inc.

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About Michael Patrick Hatch

Michael Patrick Hatch is a financial advisor at Sterling Financial Group, Inc. Michael has been in the financial services industry since 1989 and holds a Series 7, 24, 31, and 63 licenses. Michael is a Certified Financial Planner and has experience in portfolio management, financial planning, and investment advisory services. Michael is dedicated to helping clients achieve their financial goals.

Firm Information

Michael Hatch is currently registered with Sterling Financial Group, Inc.. Sterling Financial Group, Inc. is an investment advisor based in Pasadena, CA. The firm provides financial planning, educational seminars, and publication of periodicals. They also offer portfolio management for individuals and businesses. The firm manages approximately $321,957,763 in assets for 551 clients.
Sterling Financial Group, Inc.

201 S. LAKE AVENUE

PASADENA, CA 91101

$321.96M

Assets Under Management

1

Total Clients

4

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Michael Hatch’s Registration & Firm History

CA

01/01/2025 - Present

Sterling Financial Group, Inc. (PASADENA CA)

CA

09/08/1998 - 12/01/2022

LPL FINANCIAL LLC (PASADENA CA)

MN

07/18/1989 - 08/28/1998

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

MN

07/18/1989 - 08/28/1998

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

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Licenses & Designations

BC

Issued 12/07/1990

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/11/1999

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/26/2003

Series 31 - Futures Managed Funds Examination

BC

Issued 07/15/1989

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Michael Patrick Hatch. Review regulatory record here.
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