Fahey Financial

RIAState Registered
Total AUM
—
Avg account
$0
Accounts
0
Employees
1
Advisory reps
1

Firm details

Headquarters
Buffalo, New York
CRD number
147337
Fee structure
Hourly Charges, Fixed Fees, Other
Services
Financial PlanningPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Fahey Financial operates as a sole proprietorship registered in New York and run by an individual owner. The firm combines insurance brokerage with advisory work, offering financial planning, pension consulting services, and selecting other advisers on behalf of clients. Its fee model includes hourly charges, fixed fees and other arrangements rather than a pure AUM-based schedule. Fahey Financial describes itself as a capital allocator but does not pursue ESG investing activities and does not maintain a multi-state advisory footprint.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

1 of 1
  • Carrie Fahey

    Carrie Fahey

    PresidentCRD 1475178

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Buffalo, NY

Erie

Location

Buffalo, NY

Headquartered in Buffalo, NY, anchoring the Buffalo-Cheektowaga-Olean, NY metro in the Northeast.

Metro area
Buffalo-Cheektowaga-Olean, NY
Region
Northeast
County
Erie
Address
3860 Main St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth