Brad Ingegneri, financial advisor Walpole MA

Brad Ingegneri

CRD Number: 4364810
Current Firm: The Patriot Financial Group, LLC

Brad Ingegneri (CRD# 4364810) is an Investment Advisor Representative working at The Patriot Financial Group, LLC in Walpole, MA and has over 22 years of experience in the finance industry. Brad Ingegneri 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
Cetera Financial Specialists LLC Scahumburg, IL Dec 2022 - Current 1
The Patriot Financial Group West Warwick, RI Mar 2021 - Current 3
Ivy Wealth Management, Inc. Warwick, RI Mar 2021 - Current 3
Securities America, Inc. West Warwick, RI Dec 2020 - Dec 2022 2
Ivy Wealth Management, Inc. West Warwick, RI Jun 2012 - Jun 2021 9
Purshe Kaplan Sterling Investments West Warwick, RI Aug 2012 - Dec 2020 8
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2001
Contact Info for Brad M. Ingegneri
Phone Number: 508-251-6100
Registered State(s):
  • CT
  • NH
  • RI
  • TX
By the Numbers
  • Total Assets Under Management
    1,630
    MILLIONS
  • Total Number of Accounts
    5,972
    ACCOUNTS
  • Average Account Value
    $272,900
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

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

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Data verified by both the advisor and the public regulatory data.

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