Joseph
Bakaysa
The Patriot Financial Group, LLC
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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
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
Joseph Bakaysa Work History
Joseph has been registered as a financial advisor for 5 years.*
Cetera Financial Specialists LLC
The Patriot Financial Group LLC Dba Provo Wealth Mgmt Group
Securities America, Inc
Citizens Securities, Inc
Citizens Bank
Waddell & Reed, Inc
Various Insurance Carriers For W&R Insurance Agencies
Eric Howland
Citizens Bank
Cco Investment Services
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
Omaha, NE
Newfields, NH
Shrewsbury, MA
Westborough, MA
Westborough, MA
Westborough, MA
Shrewsbury, 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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