Carey, Patrick Joseph

Overview

Patrick Joseph Carey runs a small, independent registered investment adviser operating as a sole proprietorship that focuses on financial planning and portfolio management for individuals and small business owners. The firm charges fees based on a percentage of assets under management and also operates as an insurance broker, which shapes product selection and client conversations—particularly around annuity solutions. Investment activity centers on publicly traded equities and ETFs, and the adviser does not position itself as an ESG investor. All advisory relationships are handled on a non-discretionary basis, so trade execution and position changes typically require client approval.

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Location & Offices