Mark
Piccerelli
The Patriot Financial Group, LLC
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About this Advisor
Mark Piccerelli is a financial advisor based in West Warwick, Rhode Island, working with The Patriot Financial Group, LLC. Mark has previously held positions at M. Holdings Securities, Inc, Eb Inc, Ivy Wealth Management, Inc, and The Patriot Financial Group. Mark has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Rhode Island. Currently, Mark 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
Services Offered
Fee Structure
Office Location
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The Patriot Financial Group, LLC Brokerage Details
$2,119,392,526
74
6,607
$320,780
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Mark Piccerelli Work History
The Patriot Financial Group
Ivy Wealth Management, Inc
M. Holdings Securities, Inc
Eb Inc
Disclosures
Please visit the SEC profile of Mark Piccerelli 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
West Warwick, RI
Walpole, MA
Shrewsbury, MA
Shrewsbury, MA
Omaha, NE
Walpole, MA
West Warwick, RI
Walpole, 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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