Patrick Cleary (CRD# 6394372) is an Investment Advisor Representative working at Etf Architect in Havertown, PA and has over 9 years of experience in the finance industry.
CRD# 5002082
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2629855
Investment Management & Planning LLC
CRD# 1982803
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Etf Architect | Havertown, PA | Nov 2023 - Current | < 1 |
| Alpha Architect | Havertown, PA | Sep 2014 - Nov 2023 | 9 |
| Empiritrage | Havertown, PA | Sep 2014 - Nov 2023 | 9 |
| Algeco Scotsman | Baltimore, MD | Jan 2014 - Sep 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Sep 2014 |
- PA
-
Total Assets Under Management9,162MILLIONS
-
Total Number of Accounts219ACCOUNTS
-
Average Account Value$41,835,760
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for businesses (other than small businesses) or institutional clients
- Other
PA, PR, WI
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