PATRIOT WEALTH STRATEGIES, LLC

1 registered advisor·CRD# 305264
SEC# 801-1173661508-251-6100
01

Firm Overview

AUM
—
Regulatory assets under management
Employees
3
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at PATRIOT WEALTH STRATEGIES, LLC

1 registered advisor
Nicole Marie Finlayson
PRINCETON, Massachusetts
05

Office Locations

PRINCETON, Massachusetts
1 advisor

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Data sourced from SEC Form ADV filings. PATRIOT WEALTH STRATEGIES, LLC (CRD# 305264) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.