A complete list of active advisors currently associated with Carey, Patrick Joseph

Warmer can help you find a great advisor at Carey, Patrick Joseph or one who fits your needs even better.

This independent advisory firm serves a small roster of individual clients—34 households—with approximately $903,232 in assets under management and provides portfolio management and related advisory services, typically on a percentage-of-AUM basis. The firm focuses on individualized account oversight rather than institutional mandates. The firm generally manages client accounts on a largely non-discretionary basis, meaning clients retain decision authority over trades and transactions and are engaged in the approval process for portfolio changes. Account reviews and investment recommendations are provided periodically, with the advisor handling implementation only after client consent. Notably, the advisor also acts as an insurance broker/agent and sells other financial products in addition to investment management, arrangements that are disclosed in the firm’s regulatory brochure and can create potential conflicts of interest. Given its solo-practitioner structure and small client base, the firm’s model emphasizes direct advisor-client interaction and consent-driven transactions combined with the option to obtain insurance and other financial products through the same office.

To learn more about the advisors currently working at Carey, Patrick Joseph, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.