The Patriot Financial Group, LLC

The Patriot Financial Group, LLC (CRD# 172470) is a financial advisory firm headquartered in Westborough, MA. They manage $1,025,500,394 in 4,103 accounts and serve the financial needs of clients across 22 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,026
    MILLION
  • Total Number of Accounts
    4,103
    ACCOUNTS
  • Average Account Value
    $249,939
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
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.

AZ, CA, CT, FL, LA, MA, MD, ME, MI, NC, NE, NH, NJ, NV, NY, OH, PA, RI, SC, TX, VA, VT

Financial Advisors at The Patriot Financial Group, LLC
Showing 1 - 10 of 76 top financial advisors.
1
Guy A. Alderdice
CRD#: 4263747
182 Turnpike Road, Suite 200, Westborough, MA 01581

Guy Alderdice (CRD# 4263747) is an Investment Advisor Representative working at The Patriot Financial Group, LLC in Westborough, MA and has over 20 years of experience in the finance industry.

2
Dale R. Aldieri
CRD#: 1230340
386 Main St, Middletown, CT 06457

Dale Aldieri (CRD# 1230340) is an Investment Advisor Representative working at The Patriot Financial Group, LLC in Middletown, CT and has over 26 years of experience in the finance industry. Dale Aldieri 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
Amanda A. Alksnitis
CRD#: 6169230
182 Turnpike Road, Suite 200, Westborough, MA 01581

Amanda Alksnitis (CRD# 6169230) is an Investment Advisor Representative working at The Patriot Financial Group, LLC in Westborough, MA and has over 7 years of experience in the finance industry.

4
Jennifer J. Anderson
CRD#: 4695424
182 Turnpike Rd, Suite 200, Westborough, MA 01581

Jennifer Anderson (CRD# 4695424) 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.

5
Joseph E. Bakaysa
CRD#: 5427559
385 South Street, Shrewsbury, MA 01545

Joseph Bakaysa (CRD# 5427559) is an Investment Advisor Representative working at The Patriot Financial Group, LLC in Shrewsbury, MA and has over 8 years of experience in the finance industry.

6
Thomas O. Barnes
CRD#: 4184922
10 Main St, 4th Flr., Bristol, CT 06010

Thomas Barnes (CRD# 4184922) is an Investment Advisor Representative working at The Patriot Financial Group, LLC in Bristol, CT and has over 21 years of experience in the finance industry.

7
Alyson C. Basso
CRD#: 5172800
182 Turnpike Road, Suite 200, Westborough, MA 01581

Alyson Basso (CRD# 5172800) is an Investment Advisor Representative working at The Patriot Financial Group, LLC in Westborough, MA and has over 15 years of experience in the finance industry.

8
Robert C. Batick
CRD#: 2192524
99 Whitfield St, Unit 10, Guilford, CT 06437

Robert Batick (CRD# 2192524) is an Investment Advisor Representative working at The Patriot Financial Group, LLC in Guilford, CT and has over 29 years of experience in the finance industry.

9
Jill A. Brandon
CRD#: 2391007
10 Main St, 4th Flr., Bristol, CT 06010

Jill Brandon (CRD# 2391007) is an Investment Advisor Representative working at The Patriot Financial Group, LLC in Bristol, CT and has over 27 years of experience in the finance industry.

10
Douglas H. Brindle
CRD#: 4009754
182 Turnpike Road, Suite 200, Westborough, MA 01581

Douglas Brindle (CRD# 4009754) is an Investment Advisor Representative working at The Patriot Financial Group, LLC in Westborough, MA and has over 14 years of experience in the finance industry.

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