Theodore
Provo
The Patriot Financial Group, LLC
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About this Advisor
Theodore Provo is a financial advisor working out of Shrewsbury, Massachusetts who has 1 year of industry experience. Provo works at The Patriot Financial Group, LLC. Their career trajectory has included roles at Provo Wealth Management, Hillside Academy, St Johns High School, Worcester Polytechnical Institute, Quinsigamond Community College and Babson College. Provo maintains a Series 65 license, designating them as an investment advisor representative, and is able to work in Massachusetts. The Patriot Financial Group, LLC is a financial advisory firm operating out of Westborough, MA. The investment advisory business has offices in 36 locations and a total of 75 employees. It has $2 billion in total assets across its 5,972 accounts, making it one of the largest investment advisory firms in the United States by assets under management. The firm provides services to one charities and foundations. Of its 5,972 accounts, just 6% belong to high-net-worth individuals who have at least $1 million in assets. The Patriot Financial Group, LLC has a wide range of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Fees for financial management typically vary depending on which services the firm provides the client. However, fees charged by The Patriot Financial Group, LLC most likely are comprised of 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
Theodore Provo Work History
Theodore has been registered as a financial advisor for 1 years.*
Provo Wealth Management
Babson College
Worcester Polytechnical Institute
Quinsigamond Community College
St Johns High School
Hillside Academy
*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 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
Shrewsbury, MA
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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