The Patriot Financial Group, LLC

The Patriot Financial Group, LLC (CRD# 172470) is a financial advisory firm headquartered in Westborough, MA. They manage $200,568,691 in 1,413 accounts and serve the financial needs of clients across 14 states (or territories).

By the Numbers
  • Total Assets Under Management
    201
    MILLION
  • Total Number of Accounts
    1,413
    ACCOUNTS
  • Average Account Value
    $141,945
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
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.

CA, CT, FL, LA, MA, MD, ME, NH, NJ, NV, NY, RI, TX, VA

Financial Advisors at The Patriot Financial Group, LLC
Showing 1 - 10 of 46 top financial advisors.
1
William B. Ahearn
CRD#: 1068256
Raynham, MA
96
Wealthminder
score

William Ahearn (CRD# 1068256) is an Investment Advisor Representative working at The Patriot Financial Group, LLC in Raynham, MA and has over 24 years of experience in the finance industry.

2
Gerald R. Dufault
CRD#: 1302768
385 South Street, Shrewsbury, MA 01545
96
Wealthminder
score

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.

3
Ethan M. Freishtat
CRD#: 4187648
182 Turnpike Road, Suite 200, Westborough, MA 01581
96
Wealthminder
score

Ethan Freishtat (CRD# 4187648) is an Investment Advisor Representative working at The Patriot Financial Group, LLC in Westborough, MA and has over 17 years of experience in the finance industry. Ethan Freishtat 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.

4
Nathaniel B. Hahn
CRD#: 4751081
182 Turnpike Road, Suite 200, Westborough, MA 01581
96
Wealthminder
score

Nathaniel Hahn (CRD# 4751081) is an Investment Advisor Representative working at The Patriot Financial Group, LLC in Westborough, MA and has over 13 years of experience in the finance industry. Nathaniel Hahn 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.

5
Dennis F. Murphy
CRD#: 2148218
182 Turnpike Road, Suite 200, Westborough, MA 01581
96
Wealthminder
score

Dennis Murphy (CRD# 2148218) is an Investment Advisor Representative working at The Patriot Financial Group, LLC in Westborough, MA and has over 26 years of experience in the finance industry. Dennis Murphy 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.

6
Nicole E. Peterkin
CRD#: 5905866
222 Forbes Road, Suite 106, Braintree, MA 02184
96
Wealthminder
score

Nicole Peterkin (CRD# 5905866) is an Investment Advisor Representative working at The Patriot Financial Group, LLC in Braintree, MA and has over 6 years of experience in the finance industry. Nicole Peterkin 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.

7
Joffrey A. Smith
CRD#: 4625300
11 Foster Street, Suite 200, Worcester, MA 01608
96
Wealthminder
score

Joffrey Smith (CRD# 4625300) is an Investment Advisor Representative working at The Patriot Financial Group, LLC in Worcester, MA and has over 14 years of experience in the finance industry. Joffrey Smith 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.

8
Austin R. Albert
CRD#: 5157367
918 Sabattus Street, Lewiston, ME 04240
93
Wealthminder
score

Austin Albert (CRD# 5157367) is an Investment Advisor Representative working at The Patriot Financial Group, LLC in Lewiston, ME and has over 11 years of experience in the finance industry.

9
Vitaly J. Alexandrov
CRD#: 4205393
1 Chestnut Place, Worcester, MA 01608
93
Wealthminder
score

Vitaly Alexandrov (CRD# 4205393) is an Investment Advisor Representative working at The Patriot Financial Group, LLC in Worcester, MA and has over 17 years of experience in the finance industry.

10
Thomas O. Barnes
CRD#: 4184922
136 Riverside Avenue, Bristol, CT 06010
93
Wealthminder
score

Thomas Barnes (CRD# 4184922) is an Investment Advisor Representative working at The Patriot Financial Group, LLC in Bristol, CT and has over 17 years of experience in the finance industry.

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