Bryan
Le Beau

The Patriot Financial Group, LLC

CRD#7214224
Investment Advisor
in West Warwick, RI

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About this Advisor

Bryan Le Beau is a financial advisor based in West Warwick, Rhode Island, working with The Patriot Financial Group, LLC. Bryan has previously held positions at Securian Financial Services Inc, Minnesota Life Insurance Co, Securian Advisors Of New England, Churchills Smoke Shop & Lounge, Colburn Financial, Equitable Advisor'S LLC, Cetera Financial Specialists LLC, The Patriot Financial Group, LLC, Ivy Wealth Advisors, and Dipietro Real Estate. Bryan has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Rhode Island. Currently, Bryan is part of The Patriot Financial Group, LLC, which operates out of West Warwick, Rhode Island. 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 63, 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

1350 Division Rd Suite 200
West Warwick, RI 02893

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The Patriot Financial Group, LLC Brokerage Details

Total Assets Under Management

$2,119,392,526

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

74

RI Average: 118
Total Number of Accounts

6,607

RI Average: 4,567
Average Account Size

$320,780

RI 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

Bryan Le Beau Work History

2023 - Present (1 year)

Cetera Financial Specialists LLC

2023 - Present (1 year)

The Patriot Financial Group, LLC

2023 - Present (1 year)

Ivy Wealth Advisors

2021 - 2023 (2 years)

Equitable Advisor'S LLC

2020 - 2021 (1 year)

Securian Financial Services Inc

2020 - 2021 (1 year)

Minnesota Life Insurance Co

2020 - 2021 (1 year)

Securian Advisors Of New England

2019 - 2020 (1 year)

Colburn Financial

2019 - 2023 (4 years)

Dipietro Real Estate

2013 - 2022 (9 years)

Churchills Smoke Shop & Lounge

Disclosures

Please visit the SEC profile of Bryan Le Beau 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
Adam Seifert
Walpole, MA
Michael Patterson
Walpole, MA
Seth Neben
Omaha, NE
Theodore Provo
Shrewsbury, MA
Bryan Le Beau
West Warwick, RI
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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