The Patriot Financial Group, LLC

The Patriot Financial Group, LLC (CRD# 172470) is a financial advisory firm headquartered in Westborough, MA. They manage $113,599,992 in 980 accounts and serve the financial needs of clients across 7 states (or territories).

By the Numbers
  • Total Assets Under Management
    114
    MILLION
  • Total Number of Accounts
    980
    ACCOUNTS
  • Average Account Value
    $115,918
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.

CT, LA, MA, ME, NH, RI, TX

Financial Advisors at The Patriot Financial Group, LLC
Showing 1 - 10 of 35 top financial advisors.
1
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 32 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.

2
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 16 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.

3
Michael Raspallo
CRD#: 1281062
931 Jefferson Blvd., Warwick, RI 02886
96
Wealthminder
score

Michael Raspallo (CRD# 1281062) is an Investment Advisor Representative working at The Patriot Financial Group, LLC in Warwick, RI and has over 32 years of experience in the finance industry.

4
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 10 years of experience in the finance industry.

5
William H. Anderson
CRD#: 5681835
77 French Road, Bolton, CT 06043
93
Wealthminder
score

William Anderson (CRD# 5681835) is an Investment Advisor Representative working at The Patriot Financial Group, LLC in Bolton, CT and has over 7 years of experience in the finance industry.

6
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 16 years of experience in the finance industry.

7
Douglas H. Brindle
CRD#: 4009754
182 Turnpike Road, Suite 200, Westborough, MA 01581
93
Wealthminder
score

Douglas Brindle (CRD# 4009754) is an Investment Advisor Representative working at The Patriot Financial Group, LLC in Westborough, MA and has over 9 years of experience in the finance industry.

8
Kurt D. Brown
CRD#: 2260166
32 Prentiss Road, Suite 204, Arlington, MA 02476
93
Wealthminder
score

Kurt Brown (CRD# 2260166) is an Investment Advisor Representative working at The Patriot Financial Group, LLC in Arlington, MA and has over 10 years of experience in the finance industry.

9
Gregg A. Catsoulis
CRD#: 1987430
260 Milton Street, Dedham, MA 02026
93
Wealthminder
score

Gregg Catsoulis (CRD# 1987430) is an Investment Advisor Representative working at The Patriot Financial Group, LLC in Dedham, MA and has over 18 years of experience in the finance industry.

10
Joseph F. Ciulla
CRD#: 1050142
182 Turnpike Rd, Suite 200, Westborough, MA 01581
93
Wealthminder
score

Joseph Ciulla (CRD# 1050142) is an Investment Advisor Representative working at The Patriot Financial Group, LLC in Westborough, MA and has over 34 years of experience in the finance industry.

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