AdvisorOS Directory
Claim Profile
Unclaimed Profile
CD

Carolyn Joy Drayer-Greenwalt

PATIENT SQUARE CAPITAL, LP·MENLO PARK, California
Clean recordPATIENT SQUARE CAPITAL, LP
2884 SAND HILL ROAD, MENLO PARK, CA 94025CRD# 7146911Firm CRD# 312203

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Carolyn Joy Drayer-Greenwalt · MENLO PARK, CA
Registration
CRD #7146911 · PATIENT SQUARE CAPITAL, LP
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Carolyn Joy Drayer-Greenwalt is a registered financial advisor based in MENLO PARK, California, affiliated with PATIENT SQUARE CAPITAL, LP. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
Introduction

Speak with Carolyn

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Carolyn is the right fit? Take our 2-minute quiz →

03

Firm Overview

Firm
PATIENT SQUARE CAPITAL, LP
PATIENT SQUARE CAPITAL, LP
AUM
$7.9B
Regulatory assets under management
Employees
53
Total firm employees
View all advisors at PATIENT SQUARE CAPITAL, LP →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 7146911
Firm CRD# 312203
View on FINRA BrokerCheck →

Looking for a financial advisor in MENLO PARK?

Browse all registered financial advisors in MENLO PARK, California or claim this profile if it's yours.

Browse MENLO PARK AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Carolyn Joy Drayer-Greenwalt offer?
Carolyn Joy Drayer-Greenwalt specializes in Retirement Planning. Contact their office in MENLO PARK, California for a consultation.
What are Carolyn Joy Drayer-Greenwalt's credentials?
Carolyn Joy Drayer-Greenwalt is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Carolyn Joy Drayer-Greenwalt located?
Carolyn Joy Drayer-Greenwalt is based in MENLO PARK, California, working with PATIENT SQUARE CAPITAL, LP. Their office serves clients in the MENLO PARK metropolitan area and surrounding communities.
How does Carolyn Joy Drayer-Greenwalt charge for services?
Carolyn Joy Drayer-Greenwalt's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PATIENT SQUARE CAPITAL, LP?
PATIENT SQUARE CAPITAL, LP has approximately 53 employees and manages $7.9B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at PATIENT SQUARE CAPITAL, LP

Adam Mark Fliss
MENLO PARK, CA
James Cameron Momtazee
MENLO PARK, CA
Maria Concepcion Walker
MENLO PARK, CA
Matthew Michael Whelan
MENLO PARK, CA

More Advisors in MENLO PARK, California

Konrad Hans Vonemster
ABINGWORTH MANAGEMENT INC.·MENLO PARK, CA
Bong-Seok Choi
STAMOS CAPITAL PARTNERS, L.P.·MENLO PARK, CA
Samir Surjit Kaji
ALLOCATE MANAGEMENT COMPANY, LLC·MENLO PARK, CA
Tim Connors
PIVOTNORTH SERVICES LLC·MENLO PARK, CA
Brigette (nmn) Lau
FIREWORK FUSE MANAGEMENT HOLDINGS, LLC·MENLO PARK, CA
Hanna Maria Tikkanen Merk
MERK INVESTMENTS LLC·MENLO PARK, CA

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)SAN DIEGO (729)PALO ALTO (715)NEWPORT BEACH (631)SANTA MONICA (478)IRVINE (455)SAN MATEO (339)LA JOLLA (257)PASADENA (247)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideSAN DIEGO GuidePALO ALTO GuideNEWPORT BEACH Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
Request removal of this profile