Unclaimed Profile

Patrick Dalton

LIPE & DALTON,INC.·SYRACUSE, New York

Series 2Clean record5 years registeredLIPE & DALTON,INC.

103 E. WATER STREET, SYRACUSE, NY 13202CRD# 2649397Firm CRD# 132737

Profile Verification

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

Identity

Patrick Dalton · SYRACUSE, NY

Registration

CRD #2649397 · LIPE & DALTON,INC. · 5 years registered

Brand Profile

Not yet started

Career History

LIPE & DALTON INVESTMENT COUNSEL

Aug 2021 – present

Registrations & Exams

FINRA examinations passed

Series 2

Registration record

First registered · August 4, 2021

Years registered · 5

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

LIPE & DALTON,INC.

CRD 132737 · SEC 801-66472

AUM

$654M

Regulatory assets under management

Employees

357 client accounts

Services offered by LIPE & DALTON,INC.

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

View all advisors at LIPE & DALTON,INC. →

Introduction

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Frequently Asked Questions

What services does Patrick Dalton offer?

Patrick Dalton specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in SYRACUSE, New York for a consultation.

What are Patrick Dalton's credentials?

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

Where is Patrick Dalton located?

Patrick Dalton is based in SYRACUSE, New York, working with LIPE & DALTON,INC.. Their office serves clients in the SYRACUSE metropolitan area and surrounding communities.

How does Patrick Dalton charge for services?

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

How large is LIPE & DALTON,INC.?

LIPE & DALTON,INC. has approximately 2 employees and manages $654M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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