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Michael Paul Tashjian

THE PATRIOT FINANCIAL GROUP INSURANCE AGENCY, LLC·WALPOLE, Massachusetts
SIE, Series 6, Series 7, Series 63Clean recordTHE PATRIOT FINANCIAL GROUP INSURANCE AGENCY, LLC
55 WEST STREET, WALPOLE, MA 02081CRD# 2679784Firm CRD# 172470

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Michael Paul Tashjian · WALPOLE, MA
Registration
CRD #2679784 · THE PATRIOT FINANCIAL GROUP INSURANCE AGENCY, LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Series 7
Series 63
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
THE PATRIOT FINANCIAL GROUP INSURANCE AGENCY, LLC
CRD 172470 · SEC 801-80245
AUM
$2.1B
Regulatory assets under management
Employees
71
6,607 client accounts
Services offered by THE PATRIOT FINANCIAL GROUP INSURANCE AGENCY, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at THE PATRIOT FINANCIAL GROUP INSURANCE AGENCY, LLC →
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Frequently Asked Questions

What services does Michael Paul Tashjian offer?
Michael Paul Tashjian specializes in Financial Planning, Investment Management. Contact their office in WALPOLE, Massachusetts for a consultation.
What are Michael Paul Tashjian's credentials?
Michael Paul Tashjian is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Michael Paul Tashjian located?
Michael Paul Tashjian is based in WALPOLE, Massachusetts, working with THE PATRIOT FINANCIAL GROUP INSURANCE AGENCY, LLC. Their office serves clients in the WALPOLE metropolitan area and surrounding communities.
How does Michael Paul Tashjian charge for services?
Michael Paul Tashjian's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is THE PATRIOT FINANCIAL GROUP INSURANCE AGENCY, LLC?
THE PATRIOT FINANCIAL GROUP INSURANCE AGENCY, LLC has approximately 71 employees and manages $2.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at THE PATRIOT FINANCIAL GROUP INSURANCE AGENCY, LLC

Jon J Loranger
WALPOLE, MA
David Michael Odonnell
WALPOLE, MA

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Massachusetts
BOSTON (1000)WELLESLEY (105)WALTHAM (91)BRAINTREE (58)SPRINGFIELD (41)NEEDHAM (40)NEWTON (37)CAMBRIDGE (29)WOBURN (26)LEXINGTON (25)
City Guides
BOSTON GuideWELLESLEY GuideWALTHAM GuideBRAINTREE GuideSPRINGFIELD Guide
Research
Advisor Fees in MassachusettsNational Fee Analysis
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