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Patrick Carney

RODGERS & ASSOCIATES, LTD.·LANCASTER, Pennsylvania
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2025 LITITZ PIKE, LANCASTER, PA 17601CRD# 4933406Firm CRD# 121700
01

About

Patrick Carney is a registered financial advisor based in LANCASTER, Pennsylvania, affiliated with RODGERS & ASSOCIATES, LTD.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
RODGERS & ASSOCIATES, LTD.
AUM
$1.3B
Regulatory assets under management
Employees
20
Total firm employees
View all advisors at RODGERS & ASSOCIATES, LTD. →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4933406
Firm CRD# 121700
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Patrick Carney offer?
Patrick Carney specializes in Financial Planning, Investment Management. Contact their office in LANCASTER, Pennsylvania for a consultation.
What are Patrick Carney's credentials?
Patrick Carney is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Patrick Carney located?
Patrick Carney is based in LANCASTER, Pennsylvania, working with RODGERS & ASSOCIATES, LTD.. Their office serves clients in the LANCASTER metropolitan area and surrounding communities.
How does Patrick Carney charge for services?
Patrick Carney'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 RODGERS & ASSOCIATES, LTD.?
RODGERS & ASSOCIATES, LTD. has approximately 20 employees and manages $1.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at RODGERS & ASSOCIATES, LTD.

Jessica Lee Rodgers
LANCASTER, PA
Michael Scott Helveston
LANCASTER, PA
Rick Lee Rodgers
LANCASTER, PA
Sandra Horst Skrodinsky
LANCASTER, PA
Susan Lee Connors
LANCASTER, PA
Mark Abram Eisenberger
LANCASTER, PA

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