Ellis
Pfahl
The Patriot Financial Group, LLC
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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
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
Ellis Pfahl Work History
Cetera Financial Specialists LLC
The Patriot Financial Group
Mcgrath Insurance Brokerage Inc
Mcgrath Advisors Inc
Cambridge Investment Research
Cambridge Investment Research
Securities America, Inc
Pignatare & Sagan LLC
Meyers Brothers Kalica, Pc
Milano'S House Of Pizza
Nelsons Hall Bitters Pub
Westfield State University - Banacos Center
Westfield State University
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.
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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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