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).

Current Firm Details
55 West Street, Suite 201, Walpole, MA 02081
https://www.linkedin.com/in/davidodonnellpatriotfinancial/
By the Numbers
  • Total Assets Under Management
    2,119
    MILLION
  • Total Number of Accounts
    6,607
    ACCOUNTS
  • Average Account Value
    $320,780
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 41 - 43 of 43 top financial advisors.
41
Ellis Pfahl, financial advisor Westborough MA
Ellis N. Pfahl
CRD#: 6305247
33 Lyman St, Suite 301, Westborough, MA 01581

Ellis Pfahl (CRD# 6305247) 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.

42
Theodore Provo, financial advisor Walpole MA
Theodore Provo
CRD#: 6961893
55 West Street, Suite 201, Walpole, MA 02081

Theodore Provo (CRD# 6961893) is an Investment Advisor Representative working at The Patriot Financial Group, LLC in Walpole, MA and has 1 year of experience in the finance industry.

43
Adam Seifert, financial advisor Walpole MA
Adam K. Seifert
CRD#: 5485306
55 West Street, Suite 201, Walpole, MA 02081

Adam Seifert (CRD# 5485306) is an Investment Advisor Representative working at The Patriot Financial Group, LLC in Walpole, MA and has over 11 years of experience in the finance industry.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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