Patrick Joseph Carey

Employer firm

Fisher Investments CRD 107342

$387B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• PORTFOLIO ASSESSMENT

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

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

Current Employers

Employment History

• 08/2015 → 06/2019
  Lord Abbett & Co. Llc
  Jersey City, NJ
• 06/2019 → 11/2019
  Unemployed
  Sacramento, CA
• 12/2019 → 11/2021
  Lord Abbett & Co. Llc
  Jersey City, NJ
• 11/2021 → Present
  Fisher Investments
  Tampa, FL

Previous Registrations

• 2019-12-04 → 2021-11-08
  Lord, Abbett & Co. Llc
  Jersey City, NJ
• 2016-03-15 → 2019-06-25
  Lord, Abbett & Co. Llc
  Jersey City, NJ

Other Businesses

OUTSIDE BUSINESS ACTIVITY #1 the name of the other business; DB HOTEL LLC whether the business is investment-related; YES the address of the other business; LINCOLNVILLE, ME the nature of the other business; RENTAL PROPERTY your position; LIMITED PARTNER title, or relationship with the other business; SILENT/LIMITED PARTNER the start date of your relationship; 02/01/22 the approximate number of hours/month you devote to the other business; 1-5 the number of hours you devote to the other business during securities trading hours; 0 and briefly describe your duties relating to the other business; INVESTED IN A COMMERCIAL PROPERTY IN LINCOLNVILLE, ME OUTSIDE BUSINESS ACTIVITY #2 the name of the other business; PITTSFIELD VENTURES LLC whether the business is investment-related; YES the address of the other business; PITTSFIELD, ME the nature of the other business; RENTAL PROPERTY your position; LIMITED PARTNER title, or relationship with the other business; SILENT/LIMITED PARTNER the start date of your relationship; 05/27/22 the approximate number of hours/month you devote to the other business; 1-5 the number of hours you devote to the other business during securities trading hours; 0 and briefly describe your duties relating to the other business; A family member needed capital to purchase a commercial property in Pittsfield, ME. The property will be rented out to market rate lower income individuals who cannot afford housing in the area. OUTSIDE BUSINESS ACTIVITY #3 the name of the other business;Rosebud Motel LLC whether the business is investment-related;YES the address of the other business; 803 Western Avenue, Manchester, Maine the nature of the other business; Rental Property your position; Limited Partner title, or relationship with the other business; Silent/limited Partner the start date of your relationship; 10/10/2022 the approximate number of hours/month you devote to the other business; 1-5 the number of hours you devote to the other business during securities trading hours; 0 and briefly describe your duties relating to the other business; A commercial property in Lincolnville, ME. The property will be rented out to market rate lower income individuals who cannot afford housing in the area. the name of the other business; Rental property whether the business is investment-related; No the address of the other business; Tampa, FL 33607 the nature of the other business; Rental your position; Passive Investor title, or relationship with the other business; Passive Investor the start date of your relationship; 06/16/2026 the approximate number of hours/month you devote to the other business; 2 the number of hours you devote to the other business during securities trading hours; 0 and briefly describe your duties relating to the other business; I lived in this house briefly. Decided to rent it instead of selling it upon moving to new city. I have a property manager who handles day to day maintenance and operations.

Exams

• S66 Uniform Combined State Law Examination
  2016-03-14