Gerald Dufault, financial advisor Shrewsbury MA
96 score

Gerald Dufault

CRD Number: 1302768
Current Firm: The Patriot Financial Group, LLC

Gerald Dufault (CRD# 1302768) is an Investment Advisor Representative working at The Patriot Financial Group, LLC in Shrewsbury, MA and has over 33 years of experience in the finance industry. Gerald Dufault has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
The Patriot Financial Group, LLC Shrewsbury, MA Sep 2014 - Current 3
Bay State Savings Bank Worcester, MA Jul 2009 - Current 8
Lpl Financial LLC Shrewsbury, MA Feb 2009 - Current 9
Lincoln Financial Securities Corp Shrewsbury, MA Jul 2008 - Feb 2009 < 1
Jefferson Pilot Securities Corporation Shrewsbury, MA Mar 2008 - Jul 2008 < 1
Milestone Financial Group, Inc. Westborough, MA Oct 2007 - Mar 2008 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1984
Contact Info for Gerald R. Dufault
Phone Number: (508) 251-6100
Registered State(s):
  • MA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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