Ralph
Coppola

The Patriot Financial Group, LLC

CRD#2191594
Investment Advisor
in Westborough, MA

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About this Advisor

Ralph Coppola is a chartered financial consultant working in Westborough, Massachusetts with a total of 2 years of relevant experience. Coppola is an advisor for The Patriot Financial Group, LLC. Over the course of their career, they have held roles at Pensionmark Financial Group Dba Meridien Benefits, Inc, The Patriot Financial Group, Meridien Financial Group, Inc, Pensionmark Financial Group Dba Mbi Wealth Management, Pensionmark Financial Group, LLC Dba Mbi Investment Advisors, Pensionmark Securities, LLC and Ivy Wealth Management, Inc. Coppola holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to work in Rhode Island and Texas. The Patriot Financial Group, LLC is a financial advisory business that has its headquarters in Westborough, MA. The company has offices in 36 locations and a total of 75 advisors. It handles $2 billion in assets among its 5,972 accounts, making it one of the largest financial advisory firms in the country by assets under management. The firm provides financial advice to one charitable organizations. Of its 5,972 customer accounts, just 6% are associated with high-net-worth individuals who have more than $1 million in assets available to invest. The Patriot Financial Group, LLC offers a diverse array of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Financial management fee schedules depend on which services the firm provides the client. Fee types charged by The Patriot Financial Group, LLC most likely are comprised of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65, Chartered Financial Consultant

Years Registered*

2 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

182 Turnpike Road Suite 200
Westborough, MA 01581

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The Patriot Financial Group, LLC Brokerage Details

Total Assets Under Management

$1,629,757,890

MA Average: $16,012,751,954
Total Number of Employees

75

MA Average: 118
Total Number of Accounts

5,972

MA Average: 4,567
Average Account Size

$272,900

MA Average: $3,506,186

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers

Ralph Coppola Work History

Ralph has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

The Patriot Financial Group

2018 - 2018 (< 1 year)

Pensionmark Securities, LLC

2018 - 2021 (3 years)

Ivy Wealth Management, Inc

2016 - 2018 (2 years)

Pensionmark Financial Group Dba Meridien Benefits, Inc

2016 - 2018 (2 years)

Pensionmark Financial Group Dba Mbi Wealth Management

2016 - 2018 (2 years)

Pensionmark Financial Group, LLC Dba Mbi Investment Advisors

2002 - 2018 (16 years)

Meridien Financial Group, Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Ralph Coppola to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at The Patriot Financial Group, LLC

Thomas Childs
Westborough, MA
Ethan Freishtat
Westborough, MA
Joffrey Smith
Westborough, MA
Robert Thompson
Westborough, MA
Christopher Eddy
Newfields, NH
Joseph Bakaysa
Shrewsbury, MA
Emilio Senesi
Westborough, MA
Seth Neben
Omaha, NE

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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