The Patriot Financial Group, LLC

The Patriot Financial Group, LLC (CRD# 172470) is a financial advisory firm headquartered in Walpole, MA. They manage $1,629,757,890 in 5,972 accounts and serve the financial needs of clients across 31 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,630
    MILLION
  • 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
The map below shows states where this firm has explicit registration only.

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

Financial Advisors at The Patriot Financial Group, LLC
Showing 1 - 10 of 43 top financial advisors.
1
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 19 years of experience in the finance industry.

2
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 10 years of experience in the finance industry.

3
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 23 years of experience in the finance industry.

4
Alyson C. Basso
CRD#: 5172800
55 West Street, Suite 201, Walpole, MA 02081

Alyson Basso (CRD# 5172800) is an Investment Advisor Representative working at The Patriot Financial Group, LLC in Walpole, MA and has over 17 years of experience in the finance industry.

5
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 30 years of experience in the finance industry.

6
Thomas B. Childs
CRD#: 6225246
55 West Street, Suite 201, Walpole, MA 02081

Thomas Childs (CRD# 6225246) is an Investment Advisor Representative working at The Patriot Financial Group, LLC in Walpole, MA and has over 10 years of experience in the finance industry.

7
Ralph R. Coppola
CRD#: 2191594
55 West Street, Suite 201, Walpole, MA 02081

Ralph Coppola (CRD# 2191594) is an Investment Advisor Representative working at The Patriot Financial Group, LLC in Walpole, MA and has over 32 years of experience in the finance industry.

8
Paul R. Dearden
CRD#: 1368874
55 West Street, Suite 201, Walpole, MA 02081

Paul Dearden (CRD# 1368874) is an Investment Advisor Representative working at The Patriot Financial Group, LLC in Walpole, MA and has over 38 years of experience in the finance industry.

9
Jeremy P. Doran
CRD#: 5962488
55 West Street, Suite 201, Walpole, MA 02081

Jeremy Doran (CRD# 5962488) is an Investment Advisor Representative working at The Patriot Financial Group, LLC in Walpole, MA and has over 12 years of experience in the finance industry.

10
Gerald R. Dufault
CRD#: 1302768
55 West Street, Suite 201, Walpole, MA 02081

Gerald Dufault (CRD# 1302768) is an Investment Advisor Representative working at The Patriot Financial Group, LLC in Walpole, MA and has over 39 years of experience in the finance industry.

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