# THE PATRIOT FINANCIAL GROUP INSURANCE AGENCY, LLC

THE PATRIOT FINANCIAL GROUP INSURANCE AGENCY, LLC of WALPOLE, MA is an SEC-registered investment adviser.

## Registration

- CRD: 172470
- Type: SEC-registered investment adviser
- SEC file number: 801-80245
- Location: 55 WEST STREET, SUITE 201, WALPOLE, MA, 02081
- Phone: 508-251-6100
- Latest filing: 2026-07-13
- Regulatory AUM: $2.6B
- Discretionary AUM: $2.6B
- Non-discretionary AUM: $23K
- Clients: 59
- Accounts: 5,615

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pensions, Charities

## Officers, owners & control persons (8)

| 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 | — |


## Disclosures (3)

| Initiated | Type | Allegations | Status | Amount |
| --- | --- | --- | --- | --- |
| — | regulatory | — | — | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/172470/brochure
- Similar advisers: https://search.stillhousedata.com/firm/172470/similar
- Related entities: https://search.stillhousedata.com/firm/172470/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/172470

---

Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.