Theodore Provo

Employer firm

The Patriot Financial Group, LLC CRD 172470

$2.64B regulatory AUM 4 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2017 → Present
  Provo Wealth Management
  Shrewsbury, MA
• 06/2013 → 12/2016
  St Johns High School
  Shrewsbury, MA
• 12/2016 → 05/2017
  Worcester Polytechnical Institute
  Worcester, MA
• 06/2016 → 12/2017
  Quinsigamond Community College
  Worcester, MA
• 01/2018 → 05/2021
  Babson College
  Babson Park, MA

Other Businesses

Notary Public; Not Investment Related; 385 South St Shrewsbury MA 01545; Notarizing; 2025-05-14; 0.5 Hours per month devoted to business during trading hours; 0.5 Hours per month devoted to business outside trading hours; No total yearly compensation expected to be derived from the business.

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-07-31