Ellis
Pfahl
The Patriot Financial Group, LLC
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About this Advisor
Ellis Pfahl is a certified financial planner operating out of Westborough, Massachusetts, with 3 years of industry experience. Pfahl is currently employed by The Patriot Financial Group, LLC. Their career trajectory has included roles at Cambridge Investment Research, Camp Wanocksett, 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, Wachusett Regional High School, Securities America, Inc, The Patriot Financial Group, Mcgrath Insurance Brokerage Inc and Cetera Financial Specialists LLC. Pfahl holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and can work in Massachusetts. The Patriot Financial Group, LLC is a financial advisory business headquartered in Westborough, MA. The company has offices in 36 locations and a total of 75 advisors. It manages $2 billion in assets under management between its 5,972 client accounts, making it one of the biggest investment advisory firms in the country by assets under management. The firm provides financial advice to one charities and foundations. Of its 5,972 accounts, just 6% belong to high-net-worth clients who have more than $1 million in assets. The Patriot Financial Group, LLC performs a number of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Financial management fee schedules vary depending on which services are offered. However, fee types charged by The Patriot Financial Group, LLC may include 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
Ellis Pfahl Work History
Ellis has been registered as a financial advisor for 3 years.*
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
Camp Wanocksett
Red Apple Farm
Wachusett Regional High School
*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 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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Shrewsbury, MA
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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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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.
