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Patrick Michael Markey

NORTHCAPE WEALTH MANAGEMENT, LLC·WILLIAMSVILLE, New York
Clean recordNORTHCAPE WEALTH MANAGEMENT, LLC
6565 MAIN STREET, WILLIAMSVILLE, NY 14221CRD# 1230122Firm CRD# 312350

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Patrick Michael Markey · WILLIAMSVILLE, NY
Registration
CRD #1230122 · NORTHCAPE WEALTH MANAGEMENT, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Patrick Michael Markey is a registered financial advisor based in WILLIAMSVILLE, New York, affiliated with NORTHCAPE WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
NORTHCAPE WEALTH MANAGEMENT, LLC
NORTHCAPE WEALTH MANAGEMENT
AUM
$566M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at NORTHCAPE WEALTH MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 1230122
Firm CRD# 312350
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Patrick Michael Markey offer?
Patrick Michael Markey specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in WILLIAMSVILLE, New York for a consultation.
What are Patrick Michael Markey's credentials?
Patrick Michael Markey is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Patrick Michael Markey located?
Patrick Michael Markey is based in WILLIAMSVILLE, New York, working with NORTHCAPE WEALTH MANAGEMENT, LLC. Their office serves clients in the WILLIAMSVILLE metropolitan area and surrounding communities.
How does Patrick Michael Markey charge for services?
Patrick Michael Markey's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is NORTHCAPE WEALTH MANAGEMENT, LLC?
NORTHCAPE WEALTH MANAGEMENT, LLC has approximately 6 employees and manages $566M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at NORTHCAPE WEALTH MANAGEMENT, LLC

Erik Mo O'neill
WILLIAMSVILLE, NY

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