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Patrick Russell Cleary

Etf Architect

Newtown Square, PA

CRD 6394372

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Employer firm

Etf Architect CRD 171412

$29.7B regulatory AUM

Reported services (Item 5G)

  • Portfolio management (investment companies)
  • Portfolio management (institutions)
  • ETF SERVICING

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

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

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