Investment adviser representative · The Patriot Financial Group, LLC
Alyson C. Basso
CRD 5172800 · Windham, NH
At a glance
Alyson C. Basso is an investment adviser representative with The Patriot Financial Group, LLC in Windham, NH, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Alyson’s SEC record dates to 2012, about 14 years ago. Designations on file: Certified Financial Planner, Chartered Financial Consultant.
Current advisory firm
- The Patriot Financial Group, LLCSince January 2020Windham, NH · $2.6B in regulatory assets
SEC adviser record
- Registered since
- 2012 (14 years)
- Designations
- Certified Financial Planner, Chartered Financial Consultant
- Exams
- Series 63, Series 65
- Registered in
- 2 states
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Alyson’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 2 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.