Patrick James Dooley

Employer firm

Adirondack Capital Advisors, LLC CRD 133305

$422M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• ADVISORY CONSULTING SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/1996 → 10/2017
  Ultimate Goal, Llc
  Marcellus, NY
• 10/2003 → 05/2018
  Adirondack Capital Advisors, Llc
  Skaneateles, NY
• 04/2004 → 04/2018
  Americu Capital Management, Llc
  Rome, NY
• 10/2014 → 02/2023
  Coastal Capital Management, Llc
  Richmond, VA
• 02/2020 → Present
  Adirondack Capital Advisors, Llc
  Syracuse, NY
• 06/2019 → 01/2020
  Adirondack Capital Advisors, Llc
  Syracuse, NY

Previous Registrations

• 2015-02-24 → 2023-02-27
  Coastal Capital Management Llc
  Syracuse, NY

Exams

• S65 Uniform Investment Adviser Law Examination
  2005-03-18
• S63 Uniform Securities Agent State Law Examination
  1998-06-10

Designations

• Personal Financial Specialist

Other Names

• Patrick J Dooley
• Pat Dooley