Sean
Marchetti
The Patriot Financial Group, LLC
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About this Advisor
Sean Marchetti is a financial advisor based in Westborough, Massachusetts with a total of 9 years of relevant experience. Marchetti currently works for The Patriot Financial Group, LLC. Over the course of their career, Marchetti has held roles at Lpl Financial LLC, The Patriot Financial Group, LLC, Patriot Brokerage Services, Cetera Financial Specialists LLC and Securities America, Inc. Marchetti has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to work in Rhode Island. The Patriot Financial Group, LLC is an advisory company operating out of Westborough, MA. It has offices in 36 locations and a total of 75 people on staff. It handles $2 billion in assets under management between its 5,972 customer accounts, placing it among the biggest investment advisory firms in the United States by assets under management. The firm provides services to one charities and foundations. Of its 5,972 accounts, just 6% are associated with high-net-worth investors who have at least $1 million in assets available to invest. The advisory firm performs a number of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Fees for financial management largely are based on which services the firm provides the client. However, fees charged by The Patriot Financial Group, LLC most likely include 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
Sean Marchetti Work History
Sean has been registered as a financial advisor for 9 years.*
Cetera Financial Specialists LLC
The Patriot Financial Group, LLC
Patriot Brokerage Services
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 Sean Marchetti 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
Shrewsbury, MA
Westborough, MA
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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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