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 based in Shrewsbury, Massachusetts, working with The Patriot Financial Group, LLC. Joseph has previously held positions at 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. Joseph has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Massachusetts and Texas. Currently, Joseph is part of The Patriot Financial Group, LLC, which operates out of Shrewsbury, Massachusetts. The firm has 27 offices and 74 employees. The firm manages assets totaling $2.1 billion and serves a variety of clients, including high-net-worth individuals. 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

Series 65, Series 63

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

$2,119,392,526

MA Average: $16,012,751,954
Total Number of Employees

74

MA Average: 118
Total Number of Accounts

6,607

MA Average: 4,567
Average Account Size

$320,780

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

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 - 2017 (4 years)

Citizens Bank

2013 - 2017 (4 years)

Cco Investment Services

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

Olivia Caronna
West Warwick, RI
Kyle Bateman
Walpole, MA
Michael Patterson
Walpole, MA
Adam Seifert
Walpole, MA
Bryan Le Beau
West Warwick, RI
Seth Neben
Omaha, NE
Theodore Provo
Shrewsbury, MA
Joseph Bakaysa
Shrewsbury, MA

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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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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