Michael
Galli
The Patriot Financial Group, LLC
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About this Advisor
Michael Galli is a financial advisor who works out of Westborough, Massachusetts with a total of 4 years of relevant experience. Galli works at The Patriot Financial Group, LLC. Their career trajectory has included roles at Icapital, LLC, Lighthouse Capital, LLC and Patriot Financial Group. Galli holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is able to advise clients in Massachusetts. The Patriot Financial Group, LLC is a financial advisory firm operating out of Westborough, MA. It has offices in 36 locations and a total of 75 financial advisors. It administers $2 billion in assets between its 5,972 client accounts, placing it among the largest firms in the United States by assets under management. The firm serves one charitable organizations. Of its 5,972 client accounts, just 6% belong to high-net-worth individuals who have more than $1 million in investable assets. The Patriot Financial Group, LLC performs a broad array of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Financial advisory fee schedules typically are based on which services the firm provides the client. However, fee types billed by The Patriot Financial Group, LLC may include any 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
Michael Galli Work History
Michael has been registered as a financial advisor for 4 years.*
Patriot Financial Group
Lighthouse Capital, LLC
Icapital, LLC
*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 Michael Galli to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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Westborough, MA
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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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