Michael
Raspallo
The Patriot Financial Group, LLC
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About this Advisor
Michael Raspallo is a chartered financial consultant who works out of Westborough, Massachusetts who has 9 years of industry experience. Raspallo currently works for The Patriot Financial Group, LLC. Their career trajectory has included roles at Lpl Financial, LLC, Patriot Financial Group, Securities America, Inc, Ivy Wealth Advisors and Cetera Financial Specialists LLC. Raspallo has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to operate in Rhode Island. The Patriot Financial Group, LLC is an advisory business that has its headquarters in Westborough, MA. It has offices in 36 locations and a total of 75 people on staff. It has $2 billion in total assets among its 5,972 customer accounts, making it one of the biggest firms in the nation by assets under management. The firm provides services to one charities and foundations. Of its 5,972 client accounts, just 6% are associated with high-net-worth clients who have greater than $1 million in investable assets. The firm offers a number of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Fees charged by financial advisors typically are based on the type of financial services. However, fee types billed by The Patriot Financial Group, LLC likely are comprised 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
Michael Raspallo Work History
Michael has been registered as a financial advisor for 9 years.*
Ivy Wealth Advisors
Cetera Financial Specialists LLC
Patriot Financial Group
Securities America, Inc
Lpl Financial, LLC
*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 Michael Raspallo 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
West Warwick, RI
Omaha, NE
Shrewsbury, MA
Newfields, NH
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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