Theodore Provo
Investment adviser representative at The Patriot Financial Group, LLC
8 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
8 years in the industry.
- The Patriot Financial Group, LLCAug 2022 to now
- Provo Wealth ManagementMay 2017 to now
- Babson CollegeJan 2018 to May 2021
- Worcester Polytechnical InstituteDec 2016 to May 2017
- Quinsigamond Community CollegeJun 2016 to Dec 2017
- St Johns High SchoolJun 2013 to Dec 2016
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
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
- 6961893
- Firm CRD
- 172470