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Patrick Kern Haley

Ritholtz Wealth Management

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About Patrick Kern Haley

Patrick Kern Haley is a financial advisor who is registered with Ritholtz Wealth Management. Patrick has been working in the financial services industry since 2005 and has a Series 7 and Series 66 license. Patrick holds a Certified Financial Planner designation and is an advisory board member for Shared Horizons and The Pennfield School. Patrick has a specialization in the areas of retirement planning, college planning, investment management, and estate planning.

Firm Information

Patrick Haley is currently registered with Ritholtz Wealth Management. Ritholtz Wealth Management is an investment advisory firm located in NEW YORK, NY. They offer a variety of services including financial planning, pension consulting, selection of other advisers, and portfolio management for individuals and businesses. The firm has a total of 10,501 client accounts with a total of $5,044,156,635 in assets under management.
Ritholtz Wealth Management

24 WEST 40TH STREET

NEW YORK, NY 10018

$5.04B

Assets Under Management

Not reported

Total Clients

37

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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good advice; liftoff - automated advisory services

Good advice; liftoff - automated advisory services

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Patrick Haley’s Registration & Firm History

NY

03/26/2014 - Present

Ritholtz Wealth Management (NEW YORK NY)

DC

10/05/2005 - 03/12/2014

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WASHINGTON DC)

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Licenses & Designations

BOTH

Issued 10/17/2005

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/04/2005

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Patrick Kern Haley.
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