Patrick Crowley

Employer firm

Crowley Capital Management LLC CRD 333938

$27.0M regulatory AUM 10 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers

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

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

Current Employers

Employment History

• 10/2013 → 10/2024
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Chicago, IL
• 11/2024 → Present
  Crowley Capital Management Llc
  Prospect Heights, IL

Previous Registrations

• 2013-11-18 → 2024-11-13
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Chicago, IL
  Chicago, IL
• 2009-06-01 → 2013-10-23
  Morgan Stanley
  Deerfield, IL
• 2007-02-01 → 2009-06-01
  Citigroup Global Markets Inc.
  Deerfield, IL

Other Businesses

FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: R & C REALTY COTP INVESTMENT RELATED: N ADDRESS OF BUSINESS: MT PROSPECT, ILLINOIS 60056 NATURE OF BUSINESS: FAMILY BUSINESS, POSITION, TITLE, ASSOCIATION: OWNER, START DATE OF RELATIONSHIP: 3/6/2017 NUMBER OF HOURS DEVOTED: 0 HOUR(S) ANNUALLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: THIS IS A FAMILY OWNED REAL ESTATE COMPANY. MY MOTHER IS THE PRESIDENT WITH MY BROTHER AND I LISTED AS TREASURER AND VICE PRESIDENT. THE ONLY ASSETS THIS COMPANY HAS HAD THROUGH THE YEARS IS SOME VACANT REAL ESTATE IN NORTHERN WISCONSIN independent insurance agent since 11/2013; Prospect Heights, IL; investment related; selling insurance products; 8 hrs/mo

Exams

• S66 Uniform Combined State Law Examination
  2007-01-22

Other Names

• Patrick Raymond Crowley