Michelle
Chausse
The Patriot Financial Group, LLC
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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.
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Services Offered
Fee Structure
Office Location
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The Patriot Financial Group, LLC Brokerage Details
$2,119,392,526
74
6,607
$320,780
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
Cetera Financial Specialists LLC
The Patriot Financial Group
Mcgrath Advisors, Inc
Mcgrath Insurance Brokerage
Securities America, Inc
Cambridge Investment Research, Inc
Cambridge Investment Research, Inc
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
West Warwick, RI
Walpole, MA
Walpole, MA
Walpole, MA
Shrewsbury, MA
Shrewsbury, MA
Omaha, NE
West Warwick, RI
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