Pedro
Silva

The Patriot Financial Group, LLC

CRD#4721125
Investment Advisor
in Shrewsbury, MA

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About this Advisor

Pedro Silva is a financial advisor who works in Shrewsbury, Massachusetts who has 8 years of industry experience. Silva is currently employed by The Patriot Financial Group, LLC. Their career trajectory has included roles at Lpl Financial LLC, The Patriot Financial Group, LLC, Securities America, Inc, Provo Financial Services, Patriot Brokerage Services, Provo Wealth Management Group and Cetera Financial Specialists LLC. Silva holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is approved to work in Massachusetts and Texas. The Patriot Financial Group, LLC is a registered investment firm that has its headquarters in Westborough, MA. The company has offices in 36 locations and a total of 75 employees. It manages $2 billion in assets under management among its 5,972 accounts, making it one of the largest firms in the country by assets under management. The firm advises one charitable organizations. Of its 5,972 accounts, just 6% are associated with high-net-worth individuals who have at least $1 million in investable assets. The Patriot Financial Group, LLC offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. A financial advisor's fee schedules largely depend on which services are provided. Fee types charged by The Patriot Financial Group, LLC likely include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

8 years

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

$1,629,757,890

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

75

MA Average: 118
Total Number of Accounts

5,972

MA Average: 4,567
Average Account Size

$272,900

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

Pedro Silva Work History

Pedro has been registered as a financial advisor for 8 years.*

2022 - Present (2 years)

Cetera Financial Specialists LLC

2018 - Present (6 years)

Provo Wealth Management Group

2015 - Present (9 years)

The Patriot Financial Group, LLC

2012 - Present (12 years)

Patriot Brokerage Services

2009 - Present (15 years)

Provo Financial Services

2018 - 2022 (4 years)

Securities America, Inc

2009 - 2018 (9 years)

Lpl Financial 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 Pedro Silva 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

Christopher Eddy
Newfields, NH
Seth Neben
Omaha, NE
Joffrey Smith
Westborough, MA
Joseph Bakaysa
Shrewsbury, MA
Theodore Provo
Shrewsbury, MA
Maxwell Lavelle
Westborough, MA
Rhonda Bernier
Westborough, MA
Jacob Murray
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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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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