AdvisorOS Directory
Claim Profile
Unclaimed Profile
PC

Patrick Russell Cleary

ALPHA ARCHITECT, LLC·HAVERTOWN, Pennsylvania
Series 65Clean record11 years registeredALPHA ARCHITECT, LLC
19 E EAGLE ROAD, HAVERTOWN, PA 19083CRD# 6394372Firm CRD# 153905

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Patrick Russell Cleary · HAVERTOWN, PA
Registration
CRD #6394372 · ALPHA ARCHITECT, LLC · 11 years registered
Brand Profile
Not yet started
01

Career History

ETF ARCHITECT
Nov 2023 – present
ALPHA ARCHITECT
Sep 2014 – Nov 2023
HAVERTOWN, PA
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · September 30, 2014
Years registered · 11
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
ALPHA ARCHITECT, LLC
CRD 153905 · SEC 801-71697
AUM
$712M
Regulatory assets under management
Employees
9
170 client accounts
Services offered by ALPHA ARCHITECT, LLC
Per Form ADV
Portfolio management (individuals)
Portfolio management (pooled investments)
Selection of other advisers
Other
Client types served by the firm
Per Form ADV
Individuals
Institutional Investors
View all advisors at ALPHA ARCHITECT, LLC →
Introduction

Speak with Patrick

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Patrick is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in HAVERTOWN?

Browse all registered financial advisors in HAVERTOWN, Pennsylvania or claim this profile if it's yours.

Browse HAVERTOWN AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Patrick Russell Cleary offer?
Patrick Russell Cleary specializes in Investment Management, Wealth Management. Contact their office in HAVERTOWN, Pennsylvania for a consultation.
What are Patrick Russell Cleary's credentials?
Patrick Russell Cleary is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Patrick Russell Cleary located?
Patrick Russell Cleary is based in HAVERTOWN, Pennsylvania, working with ALPHA ARCHITECT, LLC. Their office serves clients in the HAVERTOWN metropolitan area and surrounding communities.
How does Patrick Russell Cleary charge for services?
Patrick Russell Cleary'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 ALPHA ARCHITECT, LLC?
ALPHA ARCHITECT, LLC has approximately 9 employees and manages $712M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at ALPHA ARCHITECT, LLC

Carlton Harrington Kanner
CLEVELAND, OH
John Robert Vogel
HAVERTOWN, PA
Wesley Robert Gray
HAVERTOWN, PA
Brandon Dale Koepke
HAVERTOWN, PA

More Advisors in HAVERTOWN, Pennsylvania

Jessica Dawn Leighty
EMPOWERED FUNDS, LLC·HAVERTOWN, PA
Ryan Kirlin
EMPOWERED FUNDS, LLC·HAVERTOWN, PA
William Joshua Anthony Russell
EMPOWERED FUNDS, LLC·HAVERTOWN, PA
CFA

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Pennsylvania
PITTSBURGH (289)PHILADELPHIA (208)WAYNE (87)RADNOR (71)BERWYN (68)MALVERN (58)WEST CONSHOHOCKEN (56)LANCASTER (55)CONSHOHOCKEN (50)WYOMISSING (48)
City Guides
PITTSBURGH GuidePHILADELPHIA GuideWAYNE GuideRADNOR GuideBERWYN Guide
Research
Advisor Fees in PennsylvaniaNational Fee Analysis
Request removal of this profile