John
Shoro

The Patriot Financial Group, LLC

CRD#4446965
Investment Advisor
in Worcester, MA

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About this Advisor

John Shoro is a financial advisor working out of Worcester, Massachusetts with 5 years of relevant experience. Shoro is an employee of The Patriot Financial Group, LLC. Their career trajectory has included roles at Mml Investors Srvices, Inc, Bowditch & Dewey, Llp, Massmutual Life Insurance Company, Securities America, Inc and The Patriot Financial Group LLC Dba B&D Advisors, LLC. Shoro maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is registered to work in Massachusetts. The Patriot Financial Group, LLC is a company headquartered in Westborough, MA. The investment advisory business has offices in 36 locations and a total of 75 employees. It administers $2 billion in assets under management between its 5,972 customer accounts, placing it among the largest investment advisory firms in the country by assets under management. The firm advises one charitable organizations. Of its 5,972 accounts, just 6% belong to high-net-worth investors who have more than $1 million in assets available to invest. The Patriot Financial Group, LLC performs a number 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 advice are based on the financial services offered. Fee types billed by The Patriot Financial Group, LLC most likely include any blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

5 years

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

311 Main Street
Worcester, MA 01608

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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

John Shoro Work History

John has been registered as a financial advisor for 5 years.*

2018 - Present (6 years)

The Patriot Financial Group LLC Dba B&D Advisors, LLC

1987 - Present (37 years)

Bowditch & Dewey, Llp

2018 - 2022 (4 years)

Securities America, Inc

2008 - 2018 (10 years)

Mml Investors Srvices, Inc

2008 - 2018 (10 years)

Massmutual Life Insurance Company

*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 John Shoro 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

Thomas Childs
Westborough, MA
Ethan Freishtat
Westborough, MA
Brad Ingegneri
West Warwick, RI
Christopher Eddy
Newfields, NH
Robert Thompson
Westborough, MA
Joffrey Smith
Westborough, MA
Jeremy Doran
Westborough, MA
Michael Raspallo
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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