Robert Charles Batick
Investment adviser representative at The Patriot Financial Group, LLC
15 yearsExperience
2 statesRegistered in
$2.6BFirm assets
12 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
15 years in the industry.
- Cetera Investment Advisers LLCJan 2023 to now
- Cetera Financial Specialists LLCDec 2022 to now
- The Patriot Financial Group, LLCMay 2021 to now
- Riverside Retirement AdvisorsMay 2021 to now
- Whitfield Management, LLCJun 2011 to now
- Whitfield Retirement Services, LLCJun 2011 to now
- Securities America, IncMay 2021 to Dec 2022
- Westport Capital Markets, LLCJun 2011 to May 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law1992
- Series 65 · Uniform Investment Adviser Law1994
State registrations
Registered as an investment adviser representative in 2 states (CT, TX).
The Patriot Financial Group, LLC
Legal name: The Patriot Financial Group Insurance Agency, LLC
$2.6BAssets managed
2,545Clients
35Advisers
12 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2192524
- Firm CRD
- 172470