Patriot Advisory Group

Patriot Advisory Group (CRD# 120649) is a financial advisory firm headquartered in Portsmouth, NH. They manage $12,000,000 in 102 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    12
    MILLION
  • Total Number of Accounts
    102
    ACCOUNTS
  • Average Account Value
    $117,647
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Subscription fees (for a newsletter or periodical)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

MA, NH

Financial Advisors at Patriot Advisory Group
Showing 1 - 2 of 2 top financial advisors.
1
Patrick J. Kane
CRD#: 6338153
159 Middle Street, 2nd Floor, Portsmouth, NH 03801
87
Wealthminder
score

Patrick Kane (CRD# 6338153) is an Investment Advisor Representative working at Patriot Advisory Group in Portsmouth, NH and has 1 year of experience in the finance industry.

2
Mark A. Berube
CRD#: 1555856
216 Lafayette Road, Suite #204, North Hampton, NH 03862
86
Wealthminder
score

Mark Berube (CRD# 1555856) is an Investment Advisor Representative working at Patriot Advisory Group in North Hampton, NH and has over 29 years of experience in the finance industry.

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