Christopher
Mehne
The Patriot Financial Group, LLC
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About this Advisor
Christopher Mehne is a financial advisor who works in Worcester, Massachusetts with a total of 5 years of industry experience. Mehne works at The Patriot Financial Group, LLC. Their career trajectory has included roles at Bowditch & Dewey, Llp, Mml Investors Services, Inc, Securities America, Inc and The Patriot Financial Group LLC Dba B&D Advisors, LLC. Mehne maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is approved to work in Massachusetts. The Patriot Financial Group, LLC is a financial advisory company that has its headquarters in Westborough, MA. The investment advisory business has offices in 36 locations and a total of 75 people on staff. It oversees $2 billion in assets between its 5,972 client accounts, placing it among the largest firms in the nation by assets under management. The firm provides financial advisory services to one charitable organizations. Of its 5,972 accounts, just 6% are held by high-net-worth clients who have greater than $1 million in assets available to invest. The Patriot Financial Group, LLC offers a number of services, such as 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 the type of services provided. However, fees charged by The Patriot Financial Group, LLC likely are comprised of some blend 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
Christopher Mehne Work History
Christopher has been registered as a financial advisor for 5 years.*
The Patriot Financial Group LLC Dba B&D Advisors, LLC
Bowditch & Dewey, Llp
Securities America, Inc
Mml Investors Services, 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 Christopher Mehne to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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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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