Unclaimed Profile

Patrick Michael Markey

NORTHCAPE WEALTH MANAGEMENT, LLC·WILLIAMSVILLE, New York

SIE, Series 3, Series 7, Series 63, Series 65CFPClean record10 years registeredNORTHCAPE 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 · 10 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: NORTHCAPE WEALTH MANAGEMENT, LLC

NORTHCAPE WEALTH MANAGEMENT

May 2021 – Apr 2026

WILLIAMSVILLE, NY

WELLS FARGO CLEARING SERVICES, LLC

Dec 2015 – May 2021

WILLIAMSVILLE, NY

Registrations & Exams

FINRA examinations passed

SIE

Series 3

Series 7

Series 63

Series 65

Registration record

First registered · December 9, 2015

Years registered · 10

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

NORTHCAPE WEALTH MANAGEMENT, LLC

CRD 312350 · SEC 801-120425

AUM

$566M

Regulatory assets under management

Employees

1,379 client accounts

Services offered by NORTHCAPE WEALTH MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

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 NORTHCAPE WEALTH MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Patrick Michael Markey offer?

Patrick Michael Markey specializes in Financial Planning, Investment Management, Wealth Management.

What are Patrick Michael Markey's credentials?

Patrick Michael Markey holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Patrick Michael Markey located?

Patrick Michael Markey is based in WILLIAMSVILLE, New York, last registered with NORTHCAPE WEALTH MANAGEMENT, LLC.

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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