Fahey Financial
Firm details
- Headquarters
- Buffalo, New York
- CRD number
- 147337
- Website
- www.faheyfinancial.com
- Fee structure
- Hourly Charges, Fixed Fees, Other
- Services
- Financial PlanningPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
1 of 1
Carrie Fahey
PresidentCRD 1475178
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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