The Patriot Financial Group, LLC

Firm record

As recorded in SEC IAPD

Firm CRD

172470

SEC number

801-80245

Firm type

RIA

Assets under management

$2.6B as of Jun 5, 2026

Website

www.joffreysmith.com ↗

Phone

508-251-6100

Address

55 West Street, Walpole, MA, 02081

Advisors at this firm

32 in our index · page 1 of 1

• Gregory M AdamczykCRD 5616108 · Grand Blanc, MI
  IA RegisteredBroker
• Spencer AdamsCRD 8109365 · Omaha, NE
  IA Registered
• Myles Richard AndersonCRD 7970887 · Omaha, NE
  IA Registered
• Thomas Oliver BarnesCRD 4184922 · Bristol, CT
  IA RegisteredBroker
• Alyson Clarie BassoCRD 5172800 · Middleton, MA
  IA RegisteredRegistration inactive
• Kyle Paul BatemanCRD 6473696 · Shrewsbury, MA
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Jill Aaron BrandonCRD 2391007 · Bristol, CT
  IA RegisteredBroker
• Gerald Raphael DufaultCRD 1302768 · Worcester, MA
  IA RegisteredBroker
• Rebecca Rose FrohlichCRD 4454444 · Omaha, NE
  IA Registered
  Disclosure event(s) on record
• Michael Paul GalliCRD 3164055 · Walpole, MA
  IA Registered
• David L HenryCRD 2285081 · Walpole, MA
  IA RegisteredRegistration inactive
• Harold C. HeintzCRD 6808137 · Clifton Park, NY
  IA RegisteredBroker
• Margaret Katherine KuchanCRD 6756850 · Guilford, CT
  IA RegisteredBroker
• Rachel Elinor LauberCRD 3027895 · Salem, NY
  IA RegisteredBroker
  Disclosure event(s) on record
• Jon J LorangerCRD 4875690 · Walpole, MA
  IA RegisteredBroker
• Kevin Bruen McgrathCRD 1031637 · Westborough, MA
  IA RegisteredBroker
• David Scott MclarenCRD 6452679 · Shrewsbury, MA
  IA Registered
• Jason Daniel MahoneyCRD 7688849 · Middleton, MA
  IA Registered
• Kevin McgohanCRD 8025014 · The Colony, TX
  IA Registered
• Daniel Charles MillerCRD 8114478 · Omaha, NE
  IA Registered
• Sean Frederick MoynihanCRD 6712475 · Norfolk, MA
  IA RegisteredRegistration inactive
• Michael David NebenCRD 2444839 · Omaha, NE
  IA Registered
• Seth Michael NebenCRD 6342735 · Omaha, NE
  IA Registered
• David Michael OdonnellCRD 1423780 · Walpole, MA
  IA RegisteredBroker
• Michael E PattersonCRD 5540859 · Hyannis, MA
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Ellis Neilson PfahlCRD 6305247 · Westborough, MA
  IA RegisteredBroker
• Christopher Peter ProvoCRD 2249904 · Shrewsbury, MA
  IA RegisteredBroker
• Theodore ProvoCRD 6961893 · Shrewsbury, MA
  IA Registered
• Adam Keith SeifertCRD 5485306 · West Hartford, CT
  IA RegisteredBroker
• Joffrey Adam SmithCRD 4625300 · Worcester, MA
  IA RegisteredRegistration inactive
• Michael Rich SmithCRD 7801279 · Omaha, NE
  IA RegisteredRegistration inactive
• Susan M SmithCRD 7281036 · Worcester, MA
  IA RegisteredBroker

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.