# PATRIOT WEALTH STRATEGIES, LLC

PATRIOT WEALTH STRATEGIES, LLC is an SEC-registered investment adviser.

## Registration

- CRD: 305264
- Type: SEC-registered investment adviser
- SEC file number: 801-117366
- Phone: 508-251-6100
- Latest filing: 2020-06-26
- Clients: 3

## Officers, owners & control persons (3)

| Name | Role | Location |
| --- | --- | --- |
| ODONNELL JOSEPH MICHAEL | MANAGING MEMBER | — |
| TASHJIAN MICHAEL PAUL | MANAGING MEMBER | — |
| FINLAYSON NICOLE MARIE | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER / MANAGING MEMBER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/305264/brochure
- Similar advisers: https://search.stillhousedata.com/firm/305264/similar
- Related entities: https://search.stillhousedata.com/firm/305264/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/305264

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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.