Theodore
Provo

The Patriot Financial Group, LLC

CRD#6961893
Investment Advisor
in Shrewsbury, MA

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About this Advisor

Theodore Provo is a financial advisor based in Shrewsbury, Massachusetts, working with The Patriot Financial Group, LLC. Theodore has previously held positions at Provo Wealth Management, St Johns High School, Worcester Polytechnical Institute, Quinsigamond Community College, and Babson College. Theodore has passed the Series 65 regulatory exam and is registered to provide services in Massachusetts. Currently, Theodore is part of The Patriot Financial Group, LLC, which operates out of Shrewsbury, 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 65

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

$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

Theodore Provo Work History

2017 - Present (7 years)

Provo Wealth Management

2018 - 2021 (3 years)

Babson College

2016 - 2017 (1 year)

Worcester Polytechnical Institute

2016 - 2017 (1 year)

Quinsigamond Community College

2013 - 2016 (3 years)

St Johns High School

Disclosures

Please visit the SEC profile of Theodore Provo 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

Kyle Bateman
Walpole, MA
Olivia Caronna
West Warwick, RI
Theodore Provo
Shrewsbury, MA
Seth Neben
Omaha, NE
Adam Seifert
Walpole, MA
Bryan Le Beau
West Warwick, RI
Michael Patterson
Walpole, MA
Joseph Bakaysa
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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