Adam Keith Seifert
Investment adviser representative at The Patriot Financial Group, LLC
12 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
12 years in the industry.
- Cetera Financial Specialists LLCDec 2022 to now
- The Patriot Financial Group, LLCSep 2019 to now
- Riverside Retirement AdvisorsSep 2019 to now
- Seifert Holdings, LLCDec 2018 to now
- Securities America, Inc.Dec 2018 to Dec 2022
- MML Distributors, LLCJun 2017 to Dec 2018
- Massachusetts Mutual Life Insurance CompanyApr 2017 to Dec 2018
- Voya FinancialSep 2014 to Feb 2017
- Voya Financial PartnersSep 2014 to Feb 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2013
- Series 65 · Uniform Investment Adviser Law2020
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
- 5485306
- Firm CRD
- 172470