Carrie Ann Fahey

Employer firm

Fahey Financial CRD 147337

10 advisory clients

Reported services (Item 5G)

• Financial planning
• Pension consulting
• 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

• 06/2003 → 10/2017
  Cadaret, Grant & Co., Inc.
  Williamsville, NY
• 01/1986 → Present
  Fahey Financial Fka Fahey Financial Group
  Williamsville, NY
• 10/2017 → 11/2023
  Leigh Baldwin & Co., Llc
  Cazenovia, NY
• 01/2009 → Present
  Fahey Financial
  Williamsville, NY
• 11/2018 → 01/2025
  Emergent Wealth Advisors, Llc
  Williamsville, NY

Previous Registrations

• 2021-06-01 → 2025-04-15
  Emergent Wealth Advisors, Llc
  Williamsville, NY
• 2007-05-30 → 2017-10-16
  Cadaret, Grant & Co., Inc.
  Snyder, NY
  Williamsville, NY
  Williamsville, NY
  Syracuse, NY

Other Businesses

1)INSURANCE SALES, AGENT, START 1986, 5% OF TIME DEVOTED TO ACTIVITY, INVESTMENT RELATED, SELL LIFE, DISABILITY, HEALTH AND LTC PRODUCTS WITH VARIOUS COMPANIES. APPROX 10 HRS/MONTH, 10 HRS DURING SECURITIES TRADING 2) BUFFALO ACADEMY OF THE SACRED HEART; NOT INVESTMENT RELATED; BUFFALO, NY; WOMENS HIGH SCHOOL; BOARD MEMBER; NOT COMPENSATED; START DATE 10/2021; APPROX 2% OF TIME

Exams

• S63 Uniform Securities Agent State Law Examination
  1986-05-09

Designations

• Certified Financial Planner
• Chartered Financial Consultant