Michelle
Chausse

The Patriot Financial Group, LLC

CRD#4770185
Investment Advisor
in Westborough, MA

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About this Advisor

Michelle Chausse is a financial advisor based in Westborough, Massachusetts, working with The Patriot Financial Group, LLC. Michelle has previously held positions at Cambridge Investment Research, Inc, Mcgrath Advisors, Inc, Securities America, Inc, Mcgrath Insurance Brokerage, Cetera Financial Specialists LLC, and The Patriot Financial Group. Michelle has passed the Series 66 regulatory exam and is registered to provide services in Massachusetts. Currently, Michelle is part of The Patriot Financial Group, LLC, which operates out of Westborough, Massachusetts. The firm has 27 offices and 74 employees. The firm manages assets totaling $2.1 billion and serves high-net-worth clients. 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 66

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

33 Lyman St Suite 301
Westborough, MA 01581

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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

Michelle Chausse Work History

2022 - Present (3 years)

Cetera Financial Specialists LLC

2020 - Present (5 years)

The Patriot Financial Group

2004 - Present (21 years)

Mcgrath Advisors, Inc

2004 - Present (21 years)

Mcgrath Insurance Brokerage

2020 - 2022 (2 years)

Securities America, Inc

2016 - 2019 (3 years)

Cambridge Investment Research, Inc

2009 - 2019 (10 years)

Cambridge Investment Research, Inc

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Disclosures

Please visit the SEC profile of Michelle Chausse 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
Joseph Bakaysa
Shrewsbury, MA
Adam Seifert
Walpole, MA
Michael Patterson
Walpole, MA
Seth Neben
Omaha, NE
Bryan Le Beau
West Warwick, RI
Theodore Provo
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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