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).
-
Total Assets Under Management2,119MILLION
-
Total Number of Accounts6,607ACCOUNTS
-
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
Kyle Bateman (CRD# 6473696) is an Investment Advisor Representative working at The Patriot Financial Group, LLC in Walpole, MA and has over 7 years of experience in the finance industry.
Olivia Caronna (CRD# 7442827) is an Investment Advisor Representative working at The Patriot Financial Group, LLC in West Warwick, RI and has 1 year of experience in the finance industry.
Michelle Chausse (CRD# 4770185) is an Investment Advisor Representative working at The Patriot Financial Group, LLC in Westborough, MA and has over 3 years of experience in the finance industry.
Paul Cooney (CRD# 4748586) is an Investment Advisor Representative working at The Patriot Financial Group, LLC in West Warwick, RI and has over 20 years of experience in the finance industry.
Harold Heintz (CRD# 6808137) is an Investment Advisor Representative working at The Patriot Financial Group, LLC in Clifton Park, NY and has over 4 years of experience in the finance industry.
Michael Kiernan (CRD# 7273412) is an Investment Advisor Representative working at The Patriot Financial Group, LLC in Walpole, MA and has over 2 years of experience in the finance industry.
Rachel Lauber (CRD# 3027895) 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.
Bryan Le Beau (CRD# 7214224) is an Investment Advisor Representative working at The Patriot Financial Group, LLC in West Warwick, RI and has over 2 years of experience in the finance industry.
Jon Loranger (CRD# 4875690) 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.
Michael Neben (CRD# 2444839) is an Investment Advisor Representative working at The Patriot Financial Group, LLC in Walpole, MA and has over 30 years of experience in the finance industry.