Patrick CareyCRD Number: 40465
Current Firm: Stifel, Nicolaus & Company, Incorporated
Patrick Carey (CRD# 40465) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Marion, OH and has over 37 years of experience in the finance industry.
J.p. Morgan Securities LLC
Huntington Financial Advisors
Alexandra Armstrong Financial Services, LLC
|Stifel, Nicolaus & Company, Incorporated||Marion, OH||Sep 2009 - Current||12|
|Ubs Financial Services Inc.||Marion, OH||Feb 2007 - Current||15|
|Mcdonald Investments Inc.||Cleveland, OH||Nov 1998 - Current||23|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 1985|
|S65||NASAA Investment Advisors Law Examination||Dec 1999|
Total Assets Under Management148,561MILLIONS
Total Number of Accounts316,625ACCOUNTS
Average Account Value$469,203
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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