Gregory M Adamczyk
Investment adviser representative at The Patriot Financial Group, LLC
10 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
10 years in the industry.
- The Patriot Financial Group, LLCMar 2026 to now
- Cetera Financial Specialists LLCMar 2026 to now
- Cetera Investment Advisers LLCMar 2026 to now
- Heritage Wealth PartnersMar 2026 to now
- The Patriot Financial Group Insurance Agency, LLCMar 2026 to now
- J.P. Morgan Securities, LLCNov 2018 to Mar 2026
- JP Morgan Chase Bank, N.A.Nov 2018 to Mar 2026
- UnemployedAug 2018 to Nov 2018
- Alpha Cubed Investments, LLCMar 2017 to Aug 2018
- Oppenheimer & Co.Feb 2016 to Mar 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2009
- Series 65 · Uniform Investment Adviser Law2014
State registrations
Registered as an investment adviser representative in 1 state (MI).
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
- 5616108
- Firm CRD
- 172470