Frank
Depeters
The Patriot Financial Group, LLC
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About this Advisor
Frank Depeters is a financial advisor based in Westborough, Massachusetts who has 4 years of industry experience. Depeters is an advisor for The Patriot Financial Group, LLC. During their career, Depeters has held roles at Metropolitin Life Insurance Co, Ohio National Financial Services, Centaurus Financial Inc, Equity Services Inc, National Life Group, The Patriot Financial Group, Echelon Planning Group, Cetera Financial Specialists LLC, Comprehensive Wealth Management, Patriot Brokerage Services and Securities America, Inc. Depeters maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to work in New Hampshire. The Patriot Financial Group, LLC is a registered investment company operating out of Westborough, MA. The firm has offices in 36 locations and a total of 75 people on staff. It has $2 billion in assets under management between its 5,972 accounts, making it one of the biggest investment advisory firms in the United States by assets under management. The firm serves one charities and foundations. Of its 5,972 client accounts, just 6% belong to high-net-worth clients who have greater than $1 million in assets. The Patriot Financial Group, LLC offers a diverse array of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Financial management fee schedules typically depend on which services the firm provides the client. Fee types charged by The Patriot Financial Group, LLC likely consist of some combination 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
Frank Depeters Work History
Frank has been registered as a financial advisor for 4 years.*
Echelon Planning Group
Cetera Financial Specialists LLC
Comprehensive Wealth Management
Patriot Brokerage Services
The Patriot Financial Group
Securities America, Inc
Equity Services Inc
National Life Group
Centaurus Financial Inc
Ohio National Financial Services
Metropolitin Life Insurance Co
*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 Frank Depeters 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
Newfields, NH
Westborough, MA
Shrewsbury, MA
Omaha, NE
Westborough, MA
Shrewsbury, MA
Westborough, MA
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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