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Patrick Russell Cleary

Etf Architect

Newtown Square, PA

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Current Employers
Etf Architect

3803 West Chester Pike Suite 150, Newtown Square, PA 19073 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2023-11-19
  • PA RA
    APPROVED
    Since 2023-11-19

Branch Locations

3803 West Chester Pike Suite 150, Newtown Square, PA 19073 • 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
Alpha Architect Havertown PA 09/2014 11/2023
Etf Architect Havertown PA 11/2023 Present
Empiritrage Havertown PA 09/2014 11/2023
  • 09/2014 → 11/2023
    Alpha Architect
    Havertown, PA
  • 11/2023 → Present
    Etf Architect
    Havertown, PA
  • 09/2014 → 11/2023
    Empiritrage
    Havertown, PA
Previous Registrations
Other Businesses

MR. CLEARY OWNS SIX RENTAL PROPERTIES THAT REPRESENT PERSONAL INVESTMENTS.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2014-09-30
  • S65 Uniform Investment Adviser Law Examination
    2014-09-30
Other Names
  • Patrick Cleary

View on SEC IAPD

Other Firms

UP FINTECH ASSET MANAGEMENT
NEWSQUARE CAPITAL, LLC
LYNCH INVESTMENT PLANNING, LLC
MML INVESTORS SERVICES, LLC
PRIVATE ADVISOR GROUP, LLC
CETERA INVESTMENT ADVISERS LLC
GWN SECURITIES INC.
EQUUS CAPITAL PARTNERS, LTD.

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MIGUEL L BIAMON
Tyler Andrew Pugliese
TIMOTHY ANDREW CHISHOLM
LEE SCOTT GROUT
RYAN L KIRK
Robert Kenneth Kuberski
David Francis Lynch

Other Offices

UP FINTECH ASSET MANAGEMENT · NEWTOWN SQUARE, PA
NEWSQUARE CAPITAL, LLC · NEWTOWN SQUARE, PA
LYNCH INVESTMENT PLANNING, LLC · NEWTOWN SQUARE, PA
MML INVESTORS SERVICES, LLC · NEWTOWN SQUARE, PA
MML INVESTORS SERVICES, LLC · Newtown Square, PA
PRIVATE ADVISOR GROUP, LLC · Newtown Square, PA
CETERA INVESTMENT ADVISERS LLC · NEWTOWN SQUARE, PA
GWN SECURITIES INC. · NEWTOWN SQUARE, PA

More in Newtown Square, PA

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