Patrick
Carey
Fisher Investments
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About this Advisor
Patrick Carey is a financial advisor based in Plano, Texas with 2 years of industry experience. Carey is an employee of Fisher Investments. Throughout their career, they have worked at Lord Abbett & Co. LLC, Mindshare Worldwide, Robert Half, Clemson University and Fisher Investments. Carey holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is registered to serve investors in Florida. Fisher Investments is a firm based in Plano, TX. It has offices in 14 locations and a total of 3,349 people on staff. It controls $192 billion in total assets between its 269,289 client accounts, placing it among the biggest financial advisory firms in the nation by assets under management. The firm serves 37 charities and foundations. Of its 269,289 client accounts, 46% are associated with high-net-worth individuals who have more than $1 million in investable assets. The advisory firm has a wide range of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients and other services. Financial management fee schedules are based on the type of financial services offered. However, fees billed by Fisher Investments most likely include any combination of asset-based and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Fisher Investments Brokerage Details
$192,398,103,714
3,349
269,289
$714,467
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Other
Patrick Carey Work History
Patrick has been registered as a financial advisor for 2 years.*
Fisher Investments
Lord Abbett & Co. LLC
Lord Abbett & Co. LLC
Mindshare Worldwide
Robert Half
Clemson University
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Patrick Carey to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Fisher Investments
Plano, TX
Camas, WA
Westerville, OH
Marietta, GA
Tampa, FL
Plano, TX
Plano, TX
Plano, TX
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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