Patrick Darby, financial advisor Las Vegas NV

Patrick Darby

CRD Number: 5862479
Current Firm: Darby Wealth Planning LLC

Patrick Darby (CRD# 5862479) is an Investment Advisor Representative working at Darby Wealth Planning LLC in Las Vegas, NV and has over 13 years of experience in the finance industry. Patrick Darby has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Sin City Cfo LLC Las Vegas, NV Mar 2023 - Current 1
Darby Wealth Planning LLC Las Vegas, NV Jan 2019 - Current 5
Neopolitan Capital Group, LLC Hoboken, NJ Aug 2017 - Apr 2019 1
Olson, Cross & Alamo Advisors LLC New York, NY Mar 2015 - Apr 2019 4
Olson, Cross & Alamo LLC New York, NY Aug 2012 - Jan 2016 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2010
S65 NASAA Investment Advisors Law Examination May 2013
Contact Info for Patrick J. Darby
Phone Number: 201-875-5915
Firm Website: https://www.darbyba.com
Registered State(s):
  • CA
  • NV
  • NJ
  • NY
By the Numbers
  • Total Assets Under Management
    21
    MILLIONS
  • Total Number of Accounts
    95
    ACCOUNTS
  • Average Account Value
    $219,389
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

CA, NJ, NV, NY

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