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Patrick James Dooley

Adirondack Capital Advisors, LLC

Syracuse, NY

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Current Employers
Adirondack Capital Advisors, Llc

528 Plum Street Suite 200, Syracuse, NY 13204 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2021-02-12
  • NY RA
    APPROVED
    Since 2021-02-12

Branch Locations

528 Plum Street Suite 200, Syracuse, NY 13204 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Ultimate Goal, Llc Marcellus NY 11/1996 10/2017
Adirondack Capital Advisors, Llc Skaneateles NY 10/2003 05/2018
Americu Capital Management, Llc Rome NY 04/2004 04/2018
Coastal Capital Management, Llc Richmond VA 10/2014 02/2023
Adirondack Capital Advisors, Llc Syracuse NY 02/2020 Present
Adirondack Capital Advisors, Llc Syracuse NY 06/2019 01/2020
Previous Registrations
  • 2015-02-24 → 2023-02-27
    Coastal Capital Management Llc
    Syracuse, NY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2005-03-18
S63 Uniform Securities Agent State Law Examination 1998-06-10
  • S65 Uniform Investment Adviser Law Examination
    2005-03-18
  • S63 Uniform Securities Agent State Law Examination
    1998-06-10
Designations
Other Names
  • Patrick J Dooley
  • Pat Dooley

View on SEC IAPD

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EAGLE STRATEGIES LLC · DEWITT, NY
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COMMONWEALTH FINANCIAL NETWORK · DeWitt, NY
CHARLES SCHWAB & CO., INC. · Dewitt, NY
STRATEGIC FINANCIAL SERVICES · Syracuse, NY
EAGLE STRATEGIES LLC · DEWITT, NY

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