The Patriot Financial Group, LLC
The Patriot Financial Group, LLC (CRD# 172470) is a financial advisory firm headquartered in Walpole, MA. They manage $2,119,392,526 in 6,607 accounts and serve the financial needs of clients across 31 states (or territories).
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Total Assets Under Management2,119MILLION
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Total Number of Accounts6,607ACCOUNTS
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Average Account Value$320,780
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
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
Michael Galli (CRD# 3164055) is an Investment Advisor Representative working at The Patriot Financial Group, LLC in Walpole, MA and has over 25 years of experience in the finance industry.
Leonard Gilroy-Solano (CRD# 4792612) is an Investment Advisor Representative working at The Patriot Financial Group, LLC in Walpole, MA and has over 19 years of experience in the finance industry.
Benedict Ingegneri (CRD# 1136862) is an Investment Advisor Representative working at The Patriot Financial Group, LLC in West Warwick, RI and has over 40 years of experience in the finance industry.
Brad Ingegneri (CRD# 4364810) is an Investment Advisor Representative working at The Patriot Financial Group, LLC in Walpole, MA and has over 22 years of experience in the finance industry.
Sean Marchetti (CRD# 3100798) is an Investment Advisor Representative working at The Patriot Financial Group, LLC in Walpole, MA and has over 25 years of experience in the finance industry.
Kevin McGrath (CRD# 1031637) is an Investment Advisor Representative working at The Patriot Financial Group, LLC in Westborough, MA and has over 41 years of experience in the finance industry.
David McLaren (CRD# 6452679) is an Investment Advisor Representative working at The Patriot Financial Group, LLC in Shrewsbury, MA and has 1 year of experience in the finance industry.
Sean Moynihan (CRD# 6712475) is an Investment Advisor Representative working at The Patriot Financial Group, LLC in Walpole, MA and has over 6 years of experience in the finance industry.
Seth Neben (CRD# 6342735) is an Investment Advisor Representative working at The Patriot Financial Group, LLC in Omaha, NE and has over 5 years of experience in the finance industry.
Gary Nucian (CRD# 349795) is an Investment Advisor Representative working at The Patriot Financial Group, LLC in Grand Blanc, MI and has over 41 years of experience in the finance industry.