Michael Paul Galli
Investment adviser representative at The Patriot Financial Group, LLC
22 yearsExperience
1 stateRegistered 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
22 years in the industry.
- The Patriot Financial Group, LLCApr 2019 to now
- Patriot Financial GroupMar 2019 to now
- Lighthouse Capital, LLCMar 2014 to Mar 2019
- Icapital, LLCMay 2004 to Mar 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
- Series 65 · Uniform Investment Adviser Law2010
State registrations
Registered as an investment adviser representative in 1 state (MA).
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
- 3164055
- Firm CRD
- 172470