David
Mclaren

The Patriot Financial Group, LLC

CRD#6452679
Investment Advisor
in Shrewsbury, MA

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About this Advisor

David Mclaren is a financial advisor who works in Shrewsbury, Massachusetts. Mclaren is currently employed by The Patriot Financial Group, LLC. During their career, the advisor has held roles at The Patriot Financial Group and Mclaren And Associates, Cpas, Pc. Mclaren can work in Massachusetts. The Patriot Financial Group, LLC is a registered investment company based in Westborough, MA. The company has offices in 36 locations and a total of 75 employees. It oversees $2 billion in assets under management across its 5,972 client accounts, placing it among the largest firms in the United States by assets under management. The firm provides services to one charities and foundations. Of its 5,972 client accounts, just 6% are associated with high-net-worth investors who have more than $1 million in assets available to invest. The firm provides a broad range of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Fees for financial advisory services largely vary depending on which services the firm provides the client. However, fees billed by The Patriot Financial Group, LLC most likely include asset-based, hourly and fixed fees.

Years Registered*

less than 1 year

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

385 South Street
Shrewsbury, MA 01545

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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

David Mclaren Work History

David has been registered as a financial advisor for 0 years.*

2015 - Present (9 years)

The Patriot Financial Group

2005 - Present (19 years)

Mclaren And Associates, Cpas, Pc

*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 David Mclaren 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

Joseph Bakaysa
Shrewsbury, MA
Joffrey Smith
Westborough, MA
Christopher Eddy
Newfields, NH
Seth Neben
Omaha, NE
Theodore Provo
Shrewsbury, MA
Maxwell Lavelle
Westborough, MA
Rhonda Bernier
Westborough, MA
Ellis Pfahl
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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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