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 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

Series 65

Years Registered*

1 year

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

Theodore Provo Work History

Theodore has been registered as a financial advisor for 1 years.*

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

2011 - 2013 (2 years)

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

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