Joseph
Bakaysa

The Patriot Financial Group, LLC

CRD#5427559
Investment Advisor
in Shrewsbury, MA

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About this Advisor

Joseph Bakaysa is a financial advisor working out of Shrewsbury, Massachusetts, with a total of 5 years of industry experience. Bakaysa is currently employed by The Patriot Financial Group, LLC. Bakaysa has gained experience at Atlantic Goly Supply, Inc, Waddell & Reed, Inc, Various Insurance Carriers For W&R Insurance Agencies, Eric Howland, Citizens Bank, Cco Investment Services, Citizens Securities, Inc, Securities America, Inc, Cetera Financial Specialists LLC and The Patriot Financial Group LLC Dba Provo Wealth Mgmt Group. Bakaysa has Series 65 and Series 63 licenses, designating them as both a securities agent and an investment advisor representative, and can serve investors in Massachusetts and Texas. The Patriot Financial Group, LLC is a financial advisory business that has its headquarters in Westborough, MA. The company has offices in 36 locations and a total of 75 employees. It controls $2 billion in total assets among its 5,972 accounts, placing it among the largest investment advisory firms in the country by assets under management. The firm advises one charities and foundations. Of its 5,972 client accounts, just 6% are held by high-net-worth investors who have more than $1 million in investable assets. The advisory firm provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Financial management fees depend on which services are offered. Fee types billed by The Patriot Financial Group, LLC most likely are comprised of any blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 65, Series 63

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

385 South Street
Shrewsbury, MA 01545

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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

Joseph Bakaysa Work History

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

2022 - Present (2 years)

Cetera Financial Specialists LLC

2018 - Present (6 years)

The Patriot Financial Group LLC Dba Provo Wealth Mgmt Group

2018 - 2022 (4 years)

Securities America, Inc

2017 - 2018 (1 year)

Citizens Securities, Inc

2017 - 2018 (1 year)

Citizens Bank

2013 - 2013 (< 1 year)

Waddell & Reed, Inc

2013 - 2013 (< 1 year)

Various Insurance Carriers For W&R Insurance Agencies

2013 - 2013 (< 1 year)

Eric Howland

2013 - 2017 (4 years)

Citizens Bank

2013 - 2017 (4 years)

Cco Investment Services

2012 - 2013 (1 year)

Atlantic Goly Supply, Inc

*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 Joseph Bakaysa 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

Seth Neben
Omaha, NE
Christopher Eddy
Newfields, NH
Joseph Bakaysa
Shrewsbury, MA
Joffrey Smith
Westborough, MA
Maxwell Lavelle
Westborough, MA
Rhonda Bernier
Westborough, MA
Theodore Provo
Shrewsbury, MA
Jacob Murray
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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