Cy Thomas Hess
Investment adviser representative at The Patriot Financial Group, LLC
13 yearsExperience
1 stateRegistered in
CFADesignation
$2.6BFirm assets
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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
13 years in the industry.
- Cetera Investment Advisers LLCJan 2023 to now
- Cetera Financial Specialists LLCDec 2022 to now
- The Patriot Financial Group, LLCOct 2018 to now
- Riverside Retirement Advisors, LLCOct 2018 to now
- Securities America, Inc.Oct 2018 to Dec 2022
- MML Investors Services, LLCMay 2013 to Oct 2018
- Massmutual Life Insurance CompanyApr 2013 to Oct 2018
Designations
- CFA
Exams passed
- Series 66 · Uniform Combined State Law2003
State registrations
Registered as an investment adviser representative in 1 state (CT).
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
- 4614655
- Firm CRD
- 172470