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 | — | — | — |
Showing 15 of 24 offices.
| City | State | Employees | Phone |
|---|---|---|---|
| LINCOLN | NE | 6 | 402-261-7089 |
| OMAHA | NE | 6 | 402.809.2405 |
| SALEM | NY | 2 | 518-854-3598 |
| GLOUCESTER | MA | 2 | 978.907.6237 |
| CLIFTON PARK | NY | 2 | (518) 383 3581 |
| ALBANY | NY | 2 | 5183833581 |
| WESTBOROUGH | MA | 2 | 508-281-5890 |
| SHREWSBURY | MA | 2 | (508) 842-0539 |
| MIDDLETON | MA | 2 | 781-608-5140 |
| BRISTOL | CT | 2 | 860-314-0423 |
| WEST HARTFORD | CT | 2 | 860-904-4059 |
| IPSWICH | MA | 2 | 978.907.6237 |
| GUILFORD | CT | 1 | 203-689-5584 |
| WINDHAM | NH | 1 | 978-907-6237 |
| — | — | 1 | 508-842-0539 |