The Patriot Financial Group, LLC
The Patriot Financial Group, LLC (CRD# 172470) is a financial advisory firm headquartered in Walpole, MA. They manage $2,119,392,526 in 6,607 accounts and serve the financial needs of clients across 31 states (or territories).
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Total Assets Under Management2,119MILLION
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Total Number of Accounts6,607ACCOUNTS
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Average Account Value$320,780
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
AL, AZ, CA, CO, CT, FL, GA, IA, LA, MA, MD, ME, MI, NC, NE, NH, NJ, NM, NV, NY, OH, OR, PA, RI, SC, TN, TX, VA, VT, WA, WI
Jennifer Anderson (CRD# 4695424) is an Investment Advisor Representative working at The Patriot Financial Group, LLC in Westborough, MA and has over 19 years of experience in the finance industry.
Joseph Bakaysa (CRD# 5427559) is an Investment Advisor Representative working at The Patriot Financial Group, LLC in Shrewsbury, MA and has over 11 years of experience in the finance industry.
Thomas Barnes (CRD# 4184922) is an Investment Advisor Representative working at The Patriot Financial Group, LLC in Bristol, CT and has over 23 years of experience in the finance industry.
Alyson Basso (CRD# 5172800) is an Investment Advisor Representative working at The Patriot Financial Group, LLC in Walpole, MA and has over 17 years of experience in the finance industry.
Jill Brandon (CRD# 2391007) is an Investment Advisor Representative working at The Patriot Financial Group, LLC in Bristol, CT and has over 30 years of experience in the finance industry.
Thomas Childs (CRD# 6225246) is an Investment Advisor Representative working at The Patriot Financial Group, LLC in Walpole, MA and has over 10 years of experience in the finance industry.
Ralph Coppola (CRD# 2191594) is an Investment Advisor Representative working at The Patriot Financial Group, LLC in Walpole, MA and has over 32 years of experience in the finance industry.
Paul Dearden (CRD# 1368874) is an Investment Advisor Representative working at The Patriot Financial Group, LLC in Walpole, MA and has over 38 years of experience in the finance industry.
Jeremy Doran (CRD# 5962488) is an Investment Advisor Representative working at The Patriot Financial Group, LLC in Walpole, MA and has over 12 years of experience in the finance industry.
Gerald Dufault (CRD# 1302768) is an Investment Advisor Representative working at The Patriot Financial Group, LLC in Walpole, MA and has over 39 years of experience in the finance industry.