Adam
Seifert
The Patriot Financial Group, LLC
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About this Advisor
Adam Seifert is a financial advisor operating out of Westborough, Massachusetts, with a total of 3 years of relevant experience. Seifert is an employee of The Patriot Financial Group, LLC. Seifert has gained experience at Metlife Securities Inc, Ing Financial Advisers, Ing, Voya Financial Partners, Voya Financial, Massachusetts Mutual Life Insurance Company, Mml Distributors, LLC, Securities America, Inc, The Patriot Financial Group, Patriot Brokerage Services, Riverside Retirement Advisors and Cetera Financial Specialists LLC. Seifert holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to serve investors in Connecticut. The Patriot Financial Group, LLC is a financial advisory business operating out of Westborough, MA. The company has offices in 36 locations and a total of 75 financial 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 advises one charitable organizations. Of its 5,972 customer accounts, just 6% are held by high-net-worth individuals who have more than $1 million in investable assets. The Patriot Financial Group, LLC performs a number of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Fees charged by financial advisors typically are based on which service is offered. However, fees charged by The Patriot Financial Group, LLC most likely are comprised of some combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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The Patriot Financial Group, LLC Brokerage Details
$1,629,757,890
75
5,972
$272,900
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Adam Seifert Work History
Adam has been registered as a financial advisor for 3 years.*
Patriot Brokerage Services
Cetera Financial Specialists LLC
The Patriot Financial Group
Riverside Retirement Advisors
Securities America, Inc
Massachusetts Mutual Life Insurance Company
Mml Distributors, LLC
Voya Financial Partners
Voya Financial
Ing Financial Advisers
Ing
Metlife Securities 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 Adam Seifert 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
Newfields, NH
Westborough, MA
Shrewsbury, MA
Omaha, NE
Shrewsbury, MA
Westborough, MA
Westborough, MA
Westborough, MA
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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