Todd Sadwin, financial advisor Walpole MA

Todd Sadwin

CRD Number: 6497631
Current Firm: The Patriot Financial Group, LLC

Todd Sadwin (CRD# 6497631) is an Investment Advisor Representative working at The Patriot Financial Group, LLC in Walpole, MA and has over 8 years of experience in the finance industry.

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Lido
Company Name Location Dates Years
The Patriot Financial Group Westborough, MA Mar 2021 - Current 3
Minnesota Life Insurance Company St Paul, MN Jun 2015 - Current 8
Ivy Wealth Management, Inc. Warwick, RI Dec 2017 - Jun 2021 3
Securian Financial Services, Inc. St Paul, MN Jun 2015 - Nov 2017 2
Pioneer Financial Group Warwick, RI May 2015 - Nov 2017 2
Colonial Life East Greenwich, RI Nov 2014 - May 2015 < 1
Unemployed Cranston, RI Jul 2014 - Nov 2014 < 1
West Bay Acquisitions Cranston, RI Oct 2009 - Jul 2014 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2015
Contact Info for Todd Sadwin
Phone Number: 508-251-6100
Registered State(s):
  • RI
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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