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
David Odonnell (CRD# 1423780) is an Investment Advisor Representative working at The Patriot Financial Group, LLC in Westborough, MA and has over 35 years of experience in the finance industry.
Michael Patterson (CRD# 5540859) is an Investment Advisor Representative working at The Patriot Financial Group, LLC in Walpole, MA and has over 15 years of experience in the finance industry.
Mark Piccerelli (CRD# 2201802) is an Investment Advisor Representative working at The Patriot Financial Group, LLC in West Warwick, RI and has over 32 years of experience in the finance industry.
Christopher Provo (CRD# 2249904) is an Investment Advisor Representative working at The Patriot Financial Group, LLC in Shrewsbury, MA and has over 31 years of experience in the finance industry.
Michael Raspallo (CRD# 1281062) 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.
Todd Sadwin (CRD# 6497631) is an Investment Advisor Representative working at The Patriot Financial Group, LLC in Walpole, MA and has over 8 years of experience in the finance industry.
Emilio Senesi (CRD# 1057937) is an Investment Advisor Representative working at The Patriot Financial Group, LLC in Walpole, MA and has over 41 years of experience in the finance industry.
John Shoro (CRD# 4446965) is an Investment Advisor Representative working at The Patriot Financial Group, LLC in Worcester, MA and has over 22 years of experience in the finance industry.
Pedro Silva (CRD# 4721125) is an Investment Advisor Representative working at The Patriot Financial Group, LLC in Shrewsbury, MA and has over 20 years of experience in the finance industry.
Joffrey Smith (CRD# 4625300) is an Investment Advisor Representative working at The Patriot Financial Group, LLC in Walpole, MA and has over 20 years of experience in the finance industry.