Benedict
Ingegneri
The Patriot Financial Group, LLC
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About this Advisor
Benedict Ingegneri is a financial advisor based in Walpole, Massachusetts, working with The Patriot Financial Group, LLC. Benedict has previously held positions at Massachusetts Mutual Life Insurance Company, Mml Investors Services, LLC D/B/A Baystate, Ivy Wealth Management, Inc, and The Patriot Financial Group. Benedict has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Rhode Island. Currently, Benedict is part of The Patriot Financial Group, LLC, which operates out of Walpole, Massachusetts. The firm has 27 offices and 74 employees. The firm manages assets totaling $2.1 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at The Patriot Financial Group, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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The Patriot Financial Group, LLC Brokerage Details
$2,119,392,526
74
6,607
$320,780
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Benedict Ingegneri Work History
The Patriot Financial Group
Massachusetts Mutual Life Insurance Company
Ivy Wealth Management, Inc
Mml Investors Services, LLC D/B/A Baystate
Disclosures
Please visit the SEC profile of Benedict Ingegneri 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
Walpole, MA
West Warwick, RI
Shrewsbury, MA
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Walpole, MA
West Warwick, RI
Walpole, MA
Shrewsbury, MA
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