CAREY, PATRICK JOSEPH

CAREY, PATRICK JOSEPH is an SEC-registered investment adviser (CRD 142565). Regulatory assets under management: $903K.

Registration

• CRD: 142565
• Type: Registered investment adviser
• Phone: 347-638-4205
• Latest filing: 2026-02-25
• Regulatory AUM: $903K
• Non-discretionary AUM: $903K
• Clients: 1
• Accounts: 34

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
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• This page as markdown (for LLM agents)
• CRD 142565 on SEC IAPD (source of record)
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