Benedict
Ingegneri
The Patriot Financial Group, LLC
Answer a few questions and
get matched with an advisor.
About this Advisor
Benedict Ingegneri is a chartered financial consultant operating out of Westborough, Massachusetts who has 2 years of industry experience. Ingegneri is on the advisory team at The Patriot Financial Group, LLC. During their career, the advisor has held roles at Massachusetts Mutual Life Insurance Company, Mml Investors Services, LLC D/B/A Baystate, Ivy Wealth Management, Inc and The Patriot Financial Group. Ingegneri maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and can advise clients in Rhode Island. The Patriot Financial Group, LLC is a firm based in Westborough, MA. It has offices in 36 locations and a total of 75 advisors. It has $2 billion in assets among its 5,972 accounts, placing it among the largest financial advisory firms in the country by assets under management. The firm serves one charities and foundations. Of its 5,972 client accounts, just 6% belong to high-net-worth clients who have greater than $1 million in assets. The Patriot Financial Group, LLC offers a wide set of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Financial advisory fee schedules typically vary depending on which services the firm provides the client. Fees billed by The Patriot Financial Group, LLC most likely consist of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
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
Benedict Ingegneri Work History
Benedict has been registered as a financial advisor for 2 years.*
The Patriot Financial Group
Massachusetts Mutual Life Insurance Company
Ivy Wealth Management, Inc
Mml Investors Services, LLC D/B/A Baystate
*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 Benedict Ingegneri 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
Westborough, MA
Westborough, MA
Westborough, MA
Westborough, MA
Westborough, MA
West Warwick, RI
Omaha, NE
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.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
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.
