Unclaimed Profile

Patrick John Danehy

NEWSOUTH CAPITAL MANAGEMENT INC·MEMPHIS, Tennessee

Series 7, Series 63, Series 65Clean record31 years registeredNEWSOUTH CAPITAL MANAGEMENT INC

999 S. SHADY GROVE ROAD, MEMPHIS, TN 38120-4129CRD# 2153253Firm CRD# 110676

Profile Verification

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

Identity

Patrick John Danehy · MEMPHIS, TN

Registration

CRD #2153253 · NEWSOUTH CAPITAL MANAGEMENT INC · 31 years registered

Brand Profile

Not yet started

Career History

NEWSOUTH CAPITAL MANAGEMENT INC

Feb 1995 – present

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Series 65

Registration record

First registered · February 9, 1995

Years registered · 31

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

NEWSOUTH CAPITAL MANAGEMENT INC

CRD 110676 · SEC 801-24716

AUM

$2.6B

Regulatory assets under management

Employees

175 client accounts

Services offered by NEWSOUTH CAPITAL MANAGEMENT INC

Per Form ADV

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

View all advisors at NEWSOUTH CAPITAL MANAGEMENT INC →

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 MEMPHIS?

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

Browse MEMPHIS Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Patrick John Danehy offer?

Patrick John Danehy specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in MEMPHIS, Tennessee for a consultation.

What are Patrick John Danehy's credentials?

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

Where is Patrick John Danehy located?

Patrick John Danehy is based in MEMPHIS, Tennessee, working with NEWSOUTH CAPITAL MANAGEMENT INC. Their office serves clients in the MEMPHIS metropolitan area and surrounding communities.

How does Patrick John Danehy charge for services?

Patrick John Danehy's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is NEWSOUTH CAPITAL MANAGEMENT INC?

NEWSOUTH CAPITAL MANAGEMENT INC has approximately 11 employees and manages $2.6B 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 →