Unclaimed Profile

Patrick Christopher Farrell

INVESTACORP ADVISORY SERVICES INC·MIAMI, Florida

SIE, Series 7, Series 24, Series 27, Series 66, Series 79TO, Series 99TOPFSClean record26 years registeredINVESTACORP ADVISORY SERVICES INC

4400 BISCAYNE BLVD, MIAMI, FL 33137CRD# 1454441Firm CRD# 109011

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Patrick Christopher Farrell · MIAMI, FL

Registration

CRD #1454441 · INVESTACORP ADVISORY SERVICES INC · 26 years registered

Brand Profile

Not yet started

Career History

SOUND INCOME STRATEGIES, LLC

Feb 2022 – present

ASSOCIATED INVESTOR SERVICES, INC.

Feb 2021 – Jan 2022

FT. LAUDERDALE, FL

SECURITIES AMERICA ADVISORS, INC.

Sep 2020 – Jan 2022

FORT LAUDERDALE, FL

INVESTACORP ADVISORY SERVICES INC

Apr 2000 – Jul 2020

MIAMI, FL

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 27

Series 66

Series 79TO

Series 99TO

Registration record

First registered · April 25, 2000

Years registered · 26

Professional designation · PFS

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

INVESTACORP ADVISORY SERVICES INC

CRD 109011 · SEC 801-57738

AUM

$2.2B

Regulatory assets under management

Employees

260

9,856 client accounts

Services offered by INVESTACORP ADVISORY SERVICES INC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at INVESTACORP ADVISORY SERVICES INC →

Introduction

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Frequently Asked Questions

What services does Patrick Christopher Farrell offer?

Patrick Christopher Farrell specializes in Financial Planning, Investment Management. Contact their office in MIAMI, Florida for a consultation.

What are Patrick Christopher Farrell's credentials?

Patrick Christopher Farrell holds the following professional designations: PFS. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Patrick Christopher Farrell located?

Patrick Christopher Farrell is based in MIAMI, Florida, working with INVESTACORP ADVISORY SERVICES INC. Their office serves clients in the MIAMI metropolitan area and surrounding communities.

How does Patrick Christopher Farrell charge for services?

Patrick Christopher Farrell's firm is compensated through percentage of aum, hourly charges, subscription fees, other: percentage rate fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is INVESTACORP ADVISORY SERVICES INC?

INVESTACORP ADVISORY SERVICES INC has approximately 260 employees and manages $2.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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