Unclaimed Profile

Joseph Patrick Feeley

LINWOOD INVESTMENT ADVISORS INC.·BUFFALO, New York

Clean record14 years registeredLINWOOD INVESTMENT ADVISORS INC.

138 WOODBRIDGE AVE, BUFFALO, NY 14214CRD# 4649710Firm CRD# 120289

Profile Verification

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

Identity

Joseph Patrick Feeley · BUFFALO, NY

Registration

CRD #4649710 · LINWOOD INVESTMENT ADVISORS INC. · 14 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: LINWOOD INVESTMENT ADVISORS INC.

LINWOOD INVESTMENT ADVISORS INC.

Aug 2021 – Feb 2024

BUFFALO, NY

LINWOOD INVESTMENT ADVISORS INC.

Jun 2012 – Dec 2018

CHEEKTOWAGA, NY

Registrations & Exams

Registration record

First registered · June 15, 2012

Years registered · 14

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

LINWOOD INVESTMENT ADVISORS INC.

CRD 120289 · SEC 801-75232

AUM

$68M

Regulatory assets under management

Employees

153 client accounts

Services offered by LINWOOD INVESTMENT ADVISORS INC.

Per Form ADV

Portfolio management (individuals)

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

View all advisors at LINWOOD INVESTMENT ADVISORS INC. →

Introduction

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Frequently Asked Questions

What services does Joseph Patrick Feeley offer?

Joseph Patrick Feeley specializes in Investment Management.

What are Joseph Patrick Feeley's credentials?

Joseph Patrick Feeley is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Joseph Patrick Feeley located?

Joseph Patrick Feeley is based in BUFFALO, New York, last registered with LINWOOD INVESTMENT ADVISORS INC..

How does Joseph Patrick Feeley charge for services?

Joseph Patrick Feeley's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is LINWOOD INVESTMENT ADVISORS INC.?

LINWOOD INVESTMENT ADVISORS INC. has approximately 2 employees and manages $68M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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