Carrie Fahey (CRD# 1475178) is an Investment Advisor Representative working at Fahey Financial in Williamsville, NY and has over 37 years of experience in the finance industry. Carrie Fahey 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.
CRD# 1234546
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 1604730
Lytle Investments
CRD# 6254146
Equitable Advisors, LLC
The CFP is the gold standard for financial professionals who perform comprehensive financial planning. CFPs must undergo rigorous exams and meet other requirements to obtain this designation.
Like the CFP, ChFCs take extensive coursework on a wide variety of financial planning topics. ChFCs actually take more coursework than CFPs, but are not required to prove their knowledge through a board examination.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Emergent Wealth Advisors, LLC | Williamsville, NY | Nov 2018 - Current | 5 |
| Fahey Financial | Williamsville, NY | Jan 2009 - Current | 15 |
| Fahey Financial Fka Fahey Financial Group | Williamsville, NY | Jan 1986 - Current | 38 |
| Leigh Baldwin & Company, LLC | Cazenovia, NY | Oct 2017 - Nov 2023 | 6 |
| Cadaret, Grant & Company, Inc. | Williamsville, NY | Jun 2003 - Oct 2017 | 14 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 1986 |
- NY
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Total Assets Under Management0MILLIONS
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Total Number of Accounts0ACCOUNTS
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Average Account Value$0
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Pension consulting services
- Selection of other advisers (including private fund managers)
NY
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