Olivia
Caronna
The Patriot Financial Group, LLC
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About this Advisor
Olivia Caronna is a financial advisor based in West Warwick, Rhode Island, working with The Patriot Financial Group, LLC. Olivia has previously held positions at The Patriot Financial Group, LLC, Private Family, Starbucks, Student, and Chick Fil A. Olivia has passed the Series 65 regulatory exam and is registered to provide services in Rhode Island. Currently, Olivia 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
Olivia Caronna Work History
The Patriot Financial Group, LLC
Private Family
N/A
Starbucks
Student
Chick Fil A
Chick Fil A
Disclosures
Please visit the SEC profile of Olivia Caronna 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
Walpole, MA
West Warwick, RI
Walpole, MA
Walpole, MA
Shrewsbury, MA
Omaha, NE
West Warwick, RI
Shrewsbury, MA
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