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Patrick C

Series 63, Series 66

New York, NY

Carey, Patrick Joseph

Patrick Carey is the sole advisor at his independent firm, Carey, Patrick Joseph, based in New York, NY. He holds Series 63 and Series 66 licenses and has four years of experience as a financial advisor, with a career dating back to 2006 at his own practice. In addition to advisory services, he is an independent insurance agent and a registered tax preparer. His firm provides investment advisory and portfolio management services primarily to individual clients, managing accounts on a non-discretionary basis with client authorization for trades. The practice combines traditional advisory services with insurance brokerage, serving about 22 clients with approximately $880,000 in assets under management.

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