THE PATRIOT FINANCIAL GROUP INSURANCE AGENCY, LLC of WALPOLE, MA is an SEC-registered investment adviser (CRD 172470). Regulatory assets under management: $2.6B.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pensions, Charities.
| Name | Role | Location |
|---|---|---|
| David Michael Odonnell | MANAGING MEMBER / PRESIDENT | — |
| Michael Paul Tashjian | CHIEF EXECUTIVE OFFICER | — |
| Jon J Loranger | CHIEF COMPLIANCE OFFICER | — |
| ODONNELL JOSEPH MICHAEL | MANAGING MEMBER / PRESIDENT; MANAGING MEMBER / PRESIDENT/CHIEF COMPLIANCE OFFICER; PRESIDENT | — |
| RANZIE ROSEMARIE | CHIEF COMPLIANCE OFFICER | — |
| TASHJIAN MICHAEL PAUL | CHIEF EXECUTIVE OFFICER | — |
| FRAMENT CAITLYN ELIZABETH | CHIEF COMPLIANCE OFFICER | — |
| Loranger Jon J | CHIEF COMPLIANCE OFFICER | — |
| Initiated | Type | Allegations | Status | Amount |
|---|---|---|---|---|
| — | regulatory | — | — | — |