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Adam S

Series 63, Series 65

West Hartford, CT

The Patriot Financial Group, LLC

Adam Seifert is a financial advisor with The Patriot Financial Group, LLC in West Hartford, CT, holding Series 63 and Series 65 licenses and possessing 13 years of industry experience. He has held advisory roles at Cetera Financial Specialists LLC, Riverside Retirement Advisors, Securities America, Inc., and other firms. Outside of his advisory work, he serves as Vice President of Membership for the nonprofit Northwest CT Human Resource Association. The Patriot Financial Group provides investment advisory and financial planning services to a diverse client base including individuals, small businesses, trusts, estates, and retirement plans. The firm offers customized portfolio management using a range of investment strategies and securities, along with retirement plan advisory and a wrap-fee program, managing approximately $2.4 billion across 37 advisors.

ESG / Sustainable investing Retirement plans for business owners (SEP, solo 401k) Wealth management Private / alternative investments Annuities Founder/Business Owner
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Cy H

CFA®, Series 66

West Hartford, CT

The Patriot Financial Group, LLC

Cy Hess is a CFA® charterholder with 22 years of industry experience. He is currently affiliated with The Patriot Financial Group, LLC and has worked at firms including Cetera and Riverside Retirement Advisors. Outside of his advisory role, Hess serves as president of West Hartford Youth Baseball and is chairman of the board at Community Health Resources. The Patriot Financial Group serves individuals, small businesses, and retirement plans by providing investment management, financial planning, and consulting services. The firm constructs tailored portfolios using a combination of fundamental, technical, and charting analysis, with ongoing monitoring and rebalancing to meet client needs.

ESG / Sustainable investing Retirement plans for business owners (SEP, solo 401k) Wealth management Private / alternative investments Annuities Founder/Business Owner
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