Ellis
Pfahl

The Patriot Financial Group, LLC

CRD#6305247
Investment Advisor
in Westborough, MA

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About this Advisor

Ellis Pfahl is a financial advisor based in Westborough, Massachusetts, working with The Patriot Financial Group, LLC. Ellis has previously held positions at Cambridge Investment Research, Red Apple Farm, Pignatare & Sagan LLC, Mcgrath Advisors Inc, Meyers Brothers Kalica, Pc, Westfield State University, Westfield State University - Banacos Center, Milano's House Of Pizza, Nelsons Hall Bitters Pub, Securities America, Inc, The Patriot Financial Group, Mcgrath Insurance Brokerage Inc, and Cetera Financial Specialists LLC. Ellis has passed the Series 66 regulatory exam and is registered to provide services in Massachusetts. Currently, Ellis is part of The Patriot Financial Group, LLC, which operates out of Westborough, 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

Series 66, CERTIFIED FINANCIAL PLANNER™

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

33 Lyman St Suite 301
Westborough, MA 01581

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The Patriot Financial Group, LLC Brokerage Details

Total Assets Under Management

$2,119,392,526

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

74

MA Average: 118
Total Number of Accounts

6,607

MA Average: 4,567
Average Account Size

$320,780

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

Ellis Pfahl Work History

2022 - Present (2 years)

Cetera Financial Specialists LLC

2020 - Present (4 years)

The Patriot Financial Group

2019 - Present (5 years)

Mcgrath Insurance Brokerage Inc

2014 - Present (10 years)

Mcgrath Advisors Inc

2019 - 2019 (< 1 year)

Cambridge Investment Research

2019 - 2019 (< 1 year)

Cambridge Investment Research

2019 - 2022 (3 years)

Securities America, Inc

2018 - 2018 (< 1 year)

Pignatare & Sagan LLC

2018 - 2018 (< 1 year)

Meyers Brothers Kalica, Pc

2018 - 2018 (< 1 year)

Milano'S House Of Pizza

2017 - 2017 (< 1 year)

Nelsons Hall Bitters Pub

2016 - 2018 (2 years)

Westfield State University - Banacos Center

2014 - 2018 (4 years)

Westfield State University

2011 - 2014 (3 years)

Red Apple Farm

Disclosures

Please visit the SEC profile of Ellis Pfahl 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

Olivia Caronna
West Warwick, RI
Kyle Bateman
Walpole, MA
Theodore Provo
Shrewsbury, MA
Michael Patterson
Walpole, MA
Bryan Le Beau
West Warwick, RI
Joseph Bakaysa
Shrewsbury, MA
Seth Neben
Omaha, NE
Adam Seifert
Walpole, MA

The content in this profile was updated by SmartAsset on 6/19/2024. 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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