# Carey, Patrick Joseph

> Carey, Patrick Joseph is a state-registered investment advisory firm, registered since 2007, reporting under $25 million in regulatory assets under management in its Form ADV filing dated February 25, 2026.

- CRD: 142565
- Filed as: CAREY, PATRICK JOSEPH
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in New York
- Filing period: October 2026
- Form ADV filing dated: February 25, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/142565
- AdvisorCensus page: https://advisorcensus.com/firm/carey-patrick-joseph-142565

## Quick answers

**How is Carey, Patrick Joseph compensated?**
On its Form ADV (Item 5.E, October 2026), Carey, Patrick Joseph reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Carey, Patrick Joseph registered with the SEC or a state?**
Carey, Patrick Joseph is a state-registered investment advisory firm, registered since 2007. Status as filed: APPROVED. CRD 142565.

**How much does Carey, Patrick Joseph manage?**
Carey, Patrick Joseph reports $903,232 in regulatory assets under management in its Form ADV filing dated February 25, 2026 (0% discretionary).

**What types of clients does Carey, Patrick Joseph serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (34).

**Does Carey, Patrick Joseph report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/142565

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $903,232
- Discretionary: $0
- Non-discretionary: $903,232

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 34 | $903,232 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2007 (19 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Carey, Patrick Joseph (CRD 142565): Form ADV filing data as of October 2026.